Financial Planning Strategist

At Edward Jones, we are seeking a highly skilled Financial Planning Strategist to join our team in Tempe, AZ and St. Louis, MO. As a Senior Wealth Strategist, you will be responsible for developing goals-based strategies for clients with complex needs using a team approach.The ideal candidate will have 9+ years' experience in the Financial Services Industry,...

About the RoleWe are seeking a skilled Tax Planning Expert to join our team as a Senior Financial Strategist. In this role, you will leverage your extensive resources to support financial advisors in serving clients with complex needs, particularly related to tax planning.Key Responsibilities:Develop goals-based strategies for clients with complex needs...

We are seeking a Senior Financial Planning Strategist to join our High Net Worth division. This role will be responsible for providing expert financial planning and tax advice to high net worth clients.Responsibilities:Develop and implement comprehensive financial plans that meet the unique needs of high net worth clients.Provide expert tax advice and...

As a Compliance Strategist at Edward Jones, you will play a crucial role in supporting the firm's growth and commitment to helping serious, long-term investors achieve their financial goals. This position requires strong collaboration and relationship-building skills to foster meaningful partnerships across the organization.About Edward JonesWe are a Fortune...

Company OverviewAt Edward Jones, we're 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.We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.SalaryEstimated salary range: $70,000...

We are seeking a highly skilled Data Governance Strategist to join our team at Edward Jones. As a leader in the financial services industry, we understand the importance of data governance in driving business success. Our Data Governance Strategist will play a critical role in developing and implementing strategies to ensure the accuracy, integrity, and...

About the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Vantage Point Financial. This is an excellent opportunity for a motivated professional to work with a fast-growing holistic financial planning firm that provides comprehensive financial planning services.As a Senior Financial Advisor, you will be...

About the RoleThis is a unique opportunity to leverage your expertise in complex tax planning strategies for high net worth clients. As a Senior Tax Strategist, you will be responsible for providing tailored advice and guidance to our clients, helping them achieve their financial goals while minimizing their tax liability.**Key Responsibilities:***...

About the RoleWe are seeking a Senior Portfolio Strategist to join our High Net Worth team at Edward Jones. This is a unique opportunity to leverage your expertise in financial planning and investment management to deliver exceptional results for our clients.Job OverviewThe Senior Portfolio Strategist will be responsible for leading the development of client...

Empowering Client SuccessYour passion for financial planning can drive meaningful impact at Edward Jones. As a Wealth Strategist II, you'll play a pivotal role in helping clients achieve their goals, and your work will be deeply connected to the communities we serve.The Role: Our Wealth Management Consultation team provides tailored financial strategies to...

Company Overview:">Edward Jones is a leading financial services firm with over 8 million clients and 19,000 financial advisors across the U.S. and Canada. As a Fortune 5001 company, we prioritize our clients' needs and deliver personalized solutions to improve their lives.">About the Role:">We are seeking an experienced Business Performance Strategist to...

Edward Jones is a Fortune 500 financial services firm that prioritizes the needs of its clients and associates. We are seeking a highly skilled Risk Management Strategist to join our Digital, Data, & Operations (DDO) organization.The successful candidate will have a Bachelor's degree in business, finance or accounting, with 7+ years of experience in public...

Financial and Tax Architects, LLC is a rapidly growing regional retirement planning firm with ambitious expansion goals. We are seeking an HR Operations Strategist to build our HR operations from the ground up, developing the full-cycle recruiting process and ensuring we attract and onboard top talent.We value compassion, dependability, growth, authenticity,...

About the RoleWe are seeking a highly skilled Multidisciplinary Portfolio Strategist to join our team at Edward Jones. As a key member of our Wealth Management Advice and Solutions Division, you will play a crucial role in developing tailored solutions for our clients' complex financial needs.Key Responsibilities:Design and implement effective portfolio...

Unlock Your Potential as a Risk Management Strategist at Edward JonesWe're seeking an experienced Enterprise Risk Leader to join our team and drive the development, implementation, and governance of our Enterprise Risk Management framework. This is an exciting opportunity to make a meaningful impact on our organization's risk profile and contribute to our...

About Edward JonesWe are a financial services firm that values our clients and associates. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we strive to provide exceptional service and support.Our PurposeWe partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities...

About the Role">Edward Jones is a financial services firm that values its associates and strives to create a positive impact in the lives of its clients and colleagues.We are currently seeking a Senior Estate Strategist to join our High Net Worth team. As a key member of this team, you will play a vital role in providing high-quality advice and guidance to...

Job Title: Healthcare StrategistWe are seeking a highly motivated and experienced Healthcare Planner to join our team at FootBridge Company. As a key member of our team, you will play a crucial role in designing the future of healthcare.About the Role:This is a permanent opportunity with a competitive salary range of $80,000 - $130,000, depending on...

Job OverviewWe're seeking a talented individual to fill the role of Global Technology Procurement Strategist at Edward Jones. As a key member of our team, you will play a critical part in implementing processes that support our rapidly evolving technology landscape.The TeamServe as the central point of contact for all stakeholders, leading them through...

Expert Portfolio Management OpportunitiesWe are seeking an experienced Asset Portfolio Strategist to join our Wealth Management Advice and Solutions Division (WMAS) at Edward Jones.This role is centered around delivering tailored investment solutions that meet the unique needs of our clients. As a key member of our Portfolio Solutions Team, you will play a...