Senior Wealth Strategist
4 days ago
At Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Wealth Strategist, you'll play a critical role in delivering personalized advice and guidance to our clients, leveraging your expertise in financial planning, investment strategies, and tax planning.
Key Responsibilities:- Develop and implement comprehensive financial plans for high-net-worth clients
- Collaborate with financial advisors to identify and address complex client needs
- Stay up-to-date on market trends, regulatory changes, and industry developments to provide informed guidance to clients
- Lead firm-wide initiatives to improve client outcomes and drive business growth
- 9+ years of experience in the financial services industry
- Series 7 and 66 licenses within 6 months of hire
- Insurance license within 6 months of hire
- CFP designation highly preferred
- Bachelor's degree in business, finance, accounting, or law
Edward Jones is a Fortune 500 company that values and respects our associates and their contributions. We're committed to creating a workplace where everyone feels like they belong, and we're proud of our associates' contributions to the firm and the recognitions we've received.
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Senior Wealth Strategist
4 days ago
Tempe, Arizona, United States Edward Jones Full timeUnlock Your Potential as a Senior Wealth StrategistAt Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Wealth Strategist, you'll play a critical role in delivering personalized advice and guidance to our clients, leveraging your expertise in financial planning, investment strategies, and tax planning.Key...
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Senior Wealth Strategist
3 days ago
Tempe, Arizona, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled Senior Wealth Strategist to join our team at Edward Jones. As a key member of our Wealth Management Advice and Solutions (WMAS) group, you will play a critical role in supporting our financial advisors in serving clients with complex needs.Key ResponsibilitiesDevelop goals-based strategies for clients with...
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Wealth Strategist
1 week ago
Tempe, Arizona, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled Wealth Strategist to join our team at Edward Jones. As a Wealth Strategist, you will play a critical role in serving as the primary point of contact between our financial advisors and clients with complex needs.Key ResponsibilitiesDevelop goals-based advice and strategies for clients with complex needs using a...
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Senior Wealth Strategist
3 weeks ago
Tempe, Arizona, United States Edward Jones Full timeYour Passion, Our PurposeThis could be a powerful opportunity. At Edward Jones, your work is meaningful, focusing on client relationships and helping individuals achieve their financial aspirations. Your role can significantly impact lives, including your own, thanks to our exceptional work-life balance.Position OverviewSchedule: Full-TimeTeam Overview:Are...
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Senior Wealth Strategist
2 weeks ago
Tempe, Arizona, United States Edward Jones Full timeOverview:Your passion drives our mission. At Edward Jones, your expertise will make a significant impact. Whether your interests lie in market analysis, trust management, or investment research, your work will focus on enhancing client relationships and helping individuals achieve their financial aspirations.Position Schedule:Full-TimeTeam Overview:The...
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Senior Wealth Strategist
3 weeks ago
Tempe, Arizona, United States Edward Jones Full timeYour passion. Our mission. This could be transformative. Whether the financial markets keep you engaged or you excel in trust management, your ideal workday may involve an in-depth analysis of investment strategies. At Edward Jones, your enthusiasm will serve a greater purpose. Your contributions are significant, centered around one primary focus: fostering...
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Senior Financial Planning Strategist
2 weeks ago
Tempe, Arizona, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Strategist to join our team at Edward Jones. As a Senior Financial Planning Strategist, you will play a critical role in helping our branch teams and home office evolve from delivering Goals-based Advice (GBA) to Human-centered Complete Wealth Management (HCCWM).Key...
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Senior Estate Planning Strategist
2 days 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,...
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Wealth Strategist II
1 week ago
Tempe, Arizona, United States Edward Jones Full timeJob OverviewAt Edward Jones, we're seeking a highly skilled Wealth Strategist II to join our team of financial planning experts. As a key member of our Wealth Management Advice and Solutions (WMAS) group, you'll play a critical role in supporting our financial advisors in serving clients with complex needs.Key ResponsibilitiesDevelop solutions-based...
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Senior Estate Planning Strategist
2 days 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...
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Wealth Strategist II
4 days ago
Tempe, Arizona, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled Wealth Strategist II to join our team at Edward Jones. As a key member of our Wealth Management Advice and Solutions (WMAS) group, you will play a critical role in supporting our financial advisors in serving clients with complex needs.Key ResponsibilitiesDevelop Solutions-Based Strategies: Collaborate with...
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Senior Estate Planning Strategist
1 week ago
Tempe, Arizona, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and experienced 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 be responsible for providing expert estate planning advice and guidance to our clients with complex financial needs.Key ResponsibilitiesPartner...
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Senior Portfolio Strategist
2 weeks ago
Tempe, Arizona, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled Senior Portfolio Strategist to join our High Net Worth team at Edward Jones. As a key member of our investment team, you will be responsible for developing and implementing customized investment solutions for our high-net-worth clients.Key ResponsibilitiesProvide tailored investment advice and strategies to...
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Senior Wealth Strategist
4 days ago
Tempe, Arizona, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and experienced Associate Planner to join our High Net Worth team at Edward Jones. As a key member of our team, you will play a critical role in providing financial planning expertise to our senior planners and financial advisors, helping them serve complex high net worth clients.Key ResponsibilitiesPartner with...
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Senior Strategist
5 days ago
Tempe, Arizona, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Strategist to join our team at Edward Jones. As a key member of our organization, you will play a critical role in advancing our business strategy and driving growth.Key ResponsibilitiesLead cross-functional teams to develop and implement strategic plans that align with our business...
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Wealth Management Advisor
2 weeks ago
Tempe, Arizona, United States Edward Jones Full timeJob SummaryWe are seeking a highly skilled Senior Financial Strategist to join our Wealth Management Advice and Solutions team at Edward Jones. As a key member of our team, you will be responsible for providing tailored financial strategies to clients by partnering with our branch teams to review and analyze complex client needs and goals.Key...
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Portfolio Strategist
4 days ago
Tempe, Arizona, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled Associate Portfolio Strategist to join our team at Edward Jones. As a key member of our Wealth Management Advice and Solutions (WMAS) group, you will play a critical role in delivering personalized advice and investment solutions to our high-net-worth clients.Key ResponsibilitiesPartner with branch teams to...
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Senior Portfolio Strategist
2 days ago
Tempe, Arizona, United States Edward Jones Full timeUnlock Your Potential as a Senior Portfolio StrategistAt Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Portfolio Strategist, you'll play a critical role in delivering high-quality investment advice and solutions to our high net worth clients.Key Responsibilities:Develop and implement customized investment...
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Senior Portfolio Strategist
3 days ago
Tempe, Arizona, United States Edward Jones Full timeUnlock Your Potential as a Senior Portfolio StrategistAt Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Portfolio Strategist, you'll play a critical role in delivering high-quality investment advice and solutions to our high-net-worth clients.Key Responsibilities:Develop and implement customized investment...
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Senior Credit Risk Strategist
3 weeks ago
Tempe, Arizona, United States Wells Fargo Full timeAt Wells Fargo, we prioritize exceptional talent that places our customers at the forefront of our mission. We are committed to fostering a workplace that values diversity, equity, and inclusion, ensuring that every individual feels appreciated and motivated. Join us in our journey to enhance Wells Fargo. It all starts with remarkable talent. It all starts...