Current jobs related to Financial Planning Strategist - Tempe, Arizona - Edward Jones

  • Senior Financial Strategist

    3 days ago

    Tempe, Arizona, United States Edward Jones Full time

    Job OverviewAt Edward Jones, we are committed to helping high net worth individuals achieve their financial goals. We are seeking a Senior Financial Strategist to join our team and work closely with our financial advisors to deliver personalized financial planning services.

  • Financial Planning Expert

    1 day ago

    Tempe, Arizona, United States Edward Jones Full time

    We Are Seeking a Strategic ThinkerAt Edward Jones, we value individuals who can think critically and strategically. As a Senior Portfolio Strategist, you will be responsible for developing and implementing investment plans that meet the unique needs of our high net worth clients.About the PositionYou will have the opportunity to work with experienced...

  • Financial Portfolio Strategist

    4 days ago

    Tempe, Arizona, United States Edward Jones Full time

    Role Overview:At Edward Jones, we're building a team of professionals who are passionate about delivering exceptional wealth management services to high net worth clients. As a Senior Portfolio Strategist, you will play a critical role in developing and implementing investment plans that align with our clients' goals and objectives.**Key...

  • Financial Planning Strategist

    2 days ago

    Tempe, Arizona, United States Empower Full time

    About UsWe are Empower, a company that believes in empowering our employees to lead healthy, balanced lives. Our vision is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.Our MissionWe strive to create a welcoming and inclusive environment where our associates can thrive. We recognize the...

  • Financial Planning Strategist

    2 days ago

    Tempe, Arizona, United States Edward Jones Full time

    **Overview**At Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Planner, you'll play a crucial role in delivering exceptional service and guidance to our high net worth clients.We're looking for a highly skilled and experienced individual who can lead the way in providing personalized financial planning...

  • Wealth Management Strategist

    2 days ago

    Tempe, Arizona, United States Edward Jones Full time

    Role OverviewWe are seeking a Senior Portfolio Strategist to join our High Net Worth team at Edward Jones. As a key member of our wealth management group, you will play a crucial role in helping clients achieve their financial goals.About the RoleYou will work closely with financial advisors and clients to develop customized investment plans that align with...

  • Financial Planning

    2 weeks ago

    Tempe, Arizona, United States Isostech Full time

    Position Overview:We are seeking a dynamic and analytical Financial Planning and Analysis (FP&A) Manager to build out our internal models and processes and take us to the next level. This role will be responsible for driving financial insights, supporting strategic decision-making, and ensuring the company has timely information to achieve our financial...

  • Lead Compliance Strategist for Financial Services

    5 days ago

    Tempe, Arizona, United States Edward Jones Full time

    About UsEdward Jones is a leading financial services firm that values its associates. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, focusing on our clients rather than shareholder returns.Purpose and ValuesWe partner for positive impact to improve the lives of our clients and...

  • Financial Planning Analyst

    5 days ago

    Tempe, Arizona, United States Arizona State University Full time

    Job DescriptionThe Office of Planning and Budget (OPB) is seeking a dynamic individual to join our team. OPB serves as a steward of resources and trusted advisor to University leadership to support decision-making and enable strategy. The Financial Planning Analyst will contribute in a significant way to projects and initiatives designed to inform strategic...

  • Financial Planning Analyst

    5 days ago

    Tempe, Arizona, United States Arizona State University Full time

    Job DescriptionThe Office of Planning and Budget (OPB) is seeking a dynamic individual to join our team. OPB serves as a steward of resources and trusted advisor to University leadership to support decision-making and enable strategy. The Financial Planning Analyst will contribute in a significant way to projects and initiatives designed to inform strategic...

  • Financial Planning Analyst

    5 days ago

    Tempe, Arizona, United States Arizona State University Full time

    Job DescriptionThis job posting is only open to current Arizona Board of Regents employees (Arizona State University, University of Arizona, or Northern Arizona University).The Office of Planning and Budget (OPB) is seeking a dynamic individual to join our team. OPB serves as a steward of resources and trusted advisor to University leadership to support...

  • Financial Planning Executive Director

    2 days ago

    Tempe, Arizona, United States Empower Full time

    About the RoleEmpower seeks an exceptional leader to join our team as a Vice President, Executive Financial Planning and Stock Plan Services. In this critical role, you will be responsible for developing and executing a comprehensive strategy for financial planning, stock plan services, and executive engagement. You will lead a high-performing team to...

  • Business Development Strategist

    13 hours ago

    Tempe, Arizona, United States Performance Contracting, Inc. Full time

    About Performance Contracting, Inc.Performance Contracting, Inc. is seeking an experienced Business Development Strategist for its PCI Phoenix operations in Tempe, AZ.This individual will be responsible for developing strategic sales and marketing plans to promote the company's product lines and capabilities in the petrochemical business sector.The ideal...

  • Financial Services Professional

    6 days ago

    Tempe, Arizona, United States Arrive Financial Services Full time

    OverviewAt Arrive Financial Services, we're committed to helping individuals and families achieve their financial goals. Our team of dedicated professionals is passionate about providing expert guidance on life insurance, annuities, and estate planning solutions.About the RoleWe're seeking a highly motivated and results-driven Life Insurance Agent to join...

  • Manager of Financial Services Center

    5 days ago

    Tempe, Arizona, United States LPL Financial Full time

    LPL Financial is seeking a seasoned leader to join our Banking Service team as a manager. In this role, you will oversee a small call center focused on delivering exceptional customer service to LPL Financial professionals. Key responsibilities include:Staff Management: Supervise frontline agents; ensure they have necessary resources, support, and...

  • Senior Portfolio Strategist

    3 weeks ago

    Tempe, Arizona, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful. Are you passionate about the financial markets? Do you thrive on creating tailored investment strategies that help high net worth clients achieve their financial goals? If so, at Edward Jones, your work will have meaningful impact through strong client relationships. Enjoy work-life flexibility and the...

  • VP Executive Financial Planning and Stock Plan Services

    5 days ago

    Tempe, Arizona, United States Empower Full time

    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and...

  • Financial Planning Leadership Role

    5 days ago

    Tempe, Arizona, United States Edward Jones Full time

    As a Financial Planning Leadership Role at Edward Jones, you will be responsible for leading a team of experts in providing thought leadership and strategic development within our private client service. This includes building and leading a team of 8 experienced professionals that support the delivery of tax and estate planning as part of our comprehensive...

  • Life Insurance Retirement Planning Sales Agent

    3 weeks ago

    Tempe, Arizona, United States Arrive Financial Services Full time

    Life Insurance and Retirement Planning - Commission-Based Our rapidly expanding Retirement Planning and Life Insurance agency is looking for a full-time life insurance agent to join our team You'll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process....

  • Business Growth Strategist

    7 days ago

    Tempe, Arizona, United States Techstaff Full time

    **Job Description:**Techstaff is seeking a highly skilled Business Growth Strategist to spearhead the introduction of a new ultrasonic flow meter into targeted market segments. The initial targeted market segments are Biopharmaceutical and Pharmaceutical.The role of the Business Growth Strategist is to:Develop the sales channel both direct to end-users and...

Financial Planning Strategist

2 weeks ago

Tempe, Arizona, United States Edward Jones Full time
Drive Business Growth through Strategic Thinking
As a Senior Planner at Edward Jones, you will be responsible for developing and executing business strategies to drive growth and profitability. You will collaborate with financial advisors to build strong relationships with high net worth clients and prospects, providing guidance on complex financial planning topics and identifying opportunities for business growth.

Main Responsibilities:
  • Lead cross-functional teams to deliver personalized financial plans
  • Develop and implement business strategies to drive growth and profitability
  • Collaborate with financial advisors to identify opportunities for business growth

Requirements:
Bachelor's degree in Business, Finance, Accounting, or Law
Series 7, 66 required; Series 24 preferred
Minimum 10 years industry-specific experience
Insurance license required within 6 months of hire
Travel up to 30%
CFP certification required

About Edward Jones
We value our associates' contributions and offer a comprehensive benefits package, including medical, dental, vision, and retirement plans. Our culture is built around partnership, innovation, flexibility, and inclusion, making us an attractive place to start or build your career.