Current jobs related to Wealth Strategist II - Tempe - Edward Jones
-
High Net Worth Wealth Strategist
4 days ago
Tempe, Arizona, United States Edward Jones Full timeAbout the RoleWe're seeking a skilled High Net Worth Wealth Strategist to join our team at Edward Jones. As a key member of our High Net Worth team, you'll play a vital role in delivering exceptional wealth management services to our clients. Your expertise in financial planning, portfolio construction, and investment advice will enable you to provide...
-
Senior Tax Strategist, High Net Worth Team
1 month ago
Tempe, Arizona, United States Edward Jones Full timeUnlock Your Potential as a Senior Tax StrategistAre you a strategic thinker with a passion for tax planning? Do you have a strong background in financial planning and experience with complex financial planning concepts? If so, we invite you to join our High Net Worth team at Edward Jones as a Senior Tax Strategist.About the RoleAs a Senior Tax Strategist,...
-
Senior Portfolio Strategist
3 weeks ago
Tempe, Arizona, United States Edward Jones Full timeSenior Portfolio Strategist - High Net Worth TeamAt Edward Jones, we're seeking a Senior Portfolio Strategist to join our High Net Worth team. As a key member of our wealth management team, you'll work closely with financial advisors and clients to develop and implement customized investment strategies that meet their unique needs and goals.Key...
-
Senior Estate Planning Strategist
1 month ago
Tempe, Arizona, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled Senior Estate Planning Strategist to join our Wealth Management Advice and Solutions (WMAS) division. As a key member of our High Net Worth team, you will play a critical role in serving our clients with complex estate planning needs.Key ResponsibilitiesPartner with financial advisors and branch teams to uncover,...
-
Senior Tax Strategist
2 months ago
Tempe, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Estate Planning Strategist
1 month ago
Tempe, Arizona, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled Senior Estate Planning Strategist to join our Wealth Management Advice and Solutions (WMAS) division. As a key member of our High Net Worth team, you will play a critical role in serving our clients with complex estate planning needs.Key ResponsibilitiesPartner with financial advisors and internal stakeholders to...
-
Senior Strategist
2 weeks ago
Tempe, AZ, United States Edward Jones Full timeMaybe the markets keep you up at night. Or your idea of a perfect day at the office is a deep dive into equity research. What you do every day helps people achieve and protect their financial goals. Position Schedule: Full-Time Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and...
-
Senior Tax Strategist, High Net Worth Team
3 weeks ago
Tempe, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Tax Strategist, High Net Worth Team
2 weeks ago
Tempe, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Tax Strategist, High Net Worth Team
4 weeks ago
Tempe, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Tax Strategist, High Net Worth Team
3 weeks ago
Tempe, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Tax Strategist, High Net Worth Team
2 weeks ago
Tempe, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Estate Strategist
2 weeks ago
Tempe, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Estate Strategist
2 months ago
Tempe, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Estate Strategist
3 weeks ago
Tempe, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Estate Strategist
2 months ago
Tempe, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Tax Strategist, High Net Worth Team
2 weeks ago
Tempe, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Tax Strategist, High Net Worth Team
2 weeks ago
Tempe, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Investment Consultant
4 weeks ago
Tempe, Arizona, United States Edward Jones Full timeSenior Strategist RoleAre you passionate about helping individuals achieve their financial goals? Do you have a strong background in financial planning and a deep understanding of the wealth management process? We're seeking a Senior Strategist to join our team at Edward Jones, a Fortune 500 company that values and respects its associates.Key...
-
Senior Estate Strategist
2 weeks ago
Tempe, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
Wealth Strategist II
2 months ago
Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.Job OverviewPosition Schedule: Full-TimeDo you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do you have a background in financial planning? What about experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you Wealth Management Consultation is an area within Wealth Management Advice and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation through investment solutions. We collaborate across WMAS to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics. The Client Consultation Group partners with branch teams to deliver a comprehensive review and analysis of client's financial planning needs and provides tailored financial strategies to help clients reach their goals.What you Will Do: The Wealth Strategist II leverages the extensive resources of our home office to support our financial advisors in serving their clients with complex needs. This position is critical in serving as the primary contact between the two groups. You will be called upon as a financial planning subject matter expert, on the firm's full suite of financial planning tools and how they're leveraged to help clients define their financial goals and identify solutions to keep them on-track. Additionally, you will apply knowledge of financial planning disciplines to unique client circumstances and work directly with branch teams and their clients. You'll be joining a team of high-energy associates, with tenure ranging from years to decades, dedicated to personal development, inclusion and diversity, and partnering with financial advisors as part of the client team.Responsibilities include:Develop solutions-based strategies for clients with complex needs using a team approach which require specific technical knowledge in a particular subject matter area. Communicate with financial advisors and clients to gain understanding of client's needs, aide in documenting client goals, articulate investment strategy and recommendations, identify expertise needed to help the client achieve their goal, and help build relationships with clients and financial advisors Serve as a subject matter expert for a specific topic that supports the creation of goals-based advice recommendations for clients with complex needs. Contribute to firm goals, projects and initiatives to better serve branch teams and clients.Contribute to department/team goals, projects and initiatives to better serve branch teams and clients.Serve as subject matter expert for complex cases requiring deep technical knowledge and experience.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:Hiring Minimum: $81750Hiring Maximum: $139194Skills/RequirementsWhat Experience You Need:• 7+ years' experience in the Financial Services Industry• Series 7 and 66 required within 6 months of hire• Insurance license required within 6 months of hire• CFP designation (or equivalent) process began within 6 months of hire• Bachelor's degree in business, Finance, Accounting or Law required• This is a hybrid opportunity in either our St. Louis or Tempe offices- working 3x per week in office required.*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.What Could Set You Apart:• Advance knowledge of financial planning, investment strategies, tax planning, and estate planning.• Experience dealing with high net worth clients and addressing their complex financial needs.• Strong analytical skills to research issues and apply appropriate solutions• Ability to support a financial advisor in evaluating solutions-based strategies for client needs• Understanding of Financial Advisor/ and Branch Team Support member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings.Awards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-HO
