Senior Financial Advisor

6 days ago


Tempe, Arizona, United States Edward Jones Full time
Cultivate Long-Term Client Relationships

Edward Jones is seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for developing and implementing customized financial plans for high net worth clients. Your expertise and guidance will help clients navigate complex financial situations and make informed decisions about their investments.

About the Role:

This is an exceptional opportunity to leverage your knowledge and experience to cultivate long-term client relationships and deliver exceptional wealth management services. As a Senior Planner, you will work closely with Financial Advisors to develop and implement tailored financial plans that meet each client's unique needs and goals. Your responsibilities will include:
  • Conducting thorough financial assessments and creating comprehensive financial plans.
  • Providing expert guidance on investment strategies and portfolio management.
  • Developing and maintaining strong relationships with clients and stakeholders.
  • Collaborating with cross-functional teams to drive business growth and revenue.
  • Staying current with industry trends and best practices to ensure ongoing professional development.


What We Offer:

At Edward Jones, we value our associates' contributions and offer a range of benefits to support their success. These include a competitive compensation package, comprehensive training and development opportunities, and flexible work arrangements to promote work-life balance. We're committed to fostering a culture of innovation, inclusivity, and community engagement.
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