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Financial Consultant

Financial Advice Methodology Lead

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Vanguard
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A leading investment firm in Scottsdale is looking for a skilled individual to join their Advice & Wealth Solutions Methodology team. In this role, you will lead the development of innovative methodologies for financial planning and portfolio construction. The position requires a minimum of five years in financial advice, along with proficiency in analytical tools such as Microsoft Excel and Python.

This role supports a hybrid work model, allowing for flexibility while enhancing team collaboration and client outcomes.
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