Senior Wealth Strategist
4 days ago
We 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 Responsibilities- Partner with senior planners and financial advisors to deliver comprehensive financial planning services to high net worth clients.
- Collaborate with subject matter experts to create customized financial plans and provide guidance on complex financial planning concepts.
- Support the development of financial planning strategies and recommendations for high net worth clients.
- Contribute to the growth and success of our High Net Worth team by providing exceptional client service and support.
- Bachelor's degree in Business, Finance, Accounting, or Law.
- Active Series 7 and 66 licenses.
- Insurance license required within 6 months of hire.
- CFP or CFP in progress to be completed within 9 months of starting role.
- 9+ years of experience in financial services.
At Edward Jones, we value and respect our associates and their contributions. We offer a competitive compensation package, including a base salary, bonuses, and profit sharing. Our associates also enjoy a comprehensive benefits package, including health insurance, retirement plans, and paid time off.
About UsEdward Jones is a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the U.S. and Canada. We are a privately-owned company, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
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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
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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