Senior Financial Strategist

Unlock Your Potential as a Senior Financial Strategist at Edward JonesAs a Senior Financial Strategist with Edward Jones, you will have the opportunity to leverage your expertise in complex tax planning strategies to support high net worth clients. With a strong background in financial planning and experience working with High Net Worth client-facing...

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...

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...

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 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...

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...

About the RoleWe are seeking an experienced Financial Risk Management Strategist to join our team at Edward Jones. This is a unique opportunity to work with a leading financial services firm and contribute to the development of our risk management framework.Key ResponsibilitiesDevelop and implement effective risk management strategies to mitigate potential...

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...

At Edward Jones, we are building a place where everyone feels like they belong. Our company is a Fortune 500 firm with over 8 million clients and 19,000 financial advisors across the U.S. and Canada. We are privately-owned, placing the focus on our clients rather than shareholder returns.We partner for positive impact to improve the lives of our clients and...

About the Opportunity: VDS Consulting Group is seeking a Portfolio Company Strategist to join our team.About the Role: The Portfolio Company Strategist will work closely with our investment teams to develop and execute comprehensive plans for portfolio companies. The ideal candidate has at least 15 years of experience in operating partner roles, private...

At Edward Jones, we're building a place where everyone feels like they belong. As a Senior Strategist in our Wealth Management Advice and Solutions team, you'll play a critical role in helping our clients achieve their financial goals.About the RoleThis is a salaried position with an estimated annual salary of $120,000-$180,000, based on location and...

About the RoleWe are seeking an experienced Senior Product Catalog and Pricing Strategist to join our team at InterVision Systems.This is a critical role in optimizing our product and services catalog, enhancing pricing and quoting tools, and driving process improvements.

At 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.A career with us offers numerous opportunities for growth and development. Our company is committed to providing a positive work environment that fosters respect, inclusivity, and...

**About Us**At Edward Jones, we're dedicated to building a community where everyone feels valued and respected. As a Fortune 500 company, we're proud of our privately-owned status, which allows us to focus on our clients' needs rather than shareholder returns.Our purpose is simple yet powerful: We partner for positive impact to improve the lives of our...

Complex Estate Planning Expertise\- As a Senior Estate Strategist, you will leverage deep subject matter expertise in complex estate planning for High Net Worth clients and partner with various internal stakeholders and service providers to bring forward holistic strategies and solutions to meet client goals. You will also leverage relationships with, and...

About the RoleWe are seeking a skilled Senior UX Strategist to join our team at Rezilient Health. As a key member of our product team, you will play a crucial role in designing user experiences that enhance the daily activities of healthcare professionals, patients, and internal stakeholders across web and mobile platforms.This is an excellent opportunity...

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...

Job Overview\Entities include complex estate planning strategies for High Net Worth clients and may impact the regulatory environment. As a Senior Estate Strategist, you will support financial advisors and deliver high-quality advice, planning, products, and services to meet our HNW client's wealth management and estate planning needs.\\Serve as an estate...

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...

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,...