Senior Financial Planner
5 days ago
At Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Planner, you'll play a critical role in delivering exceptional client experiences and driving business growth.
Key Responsibilities:- Partner with Financial Advisors to develop and execute comprehensive financial plans that meet the unique needs of our high net worth clients.
- Lead a team of experts to deliver personalized advice and guidance on complex financial planning topics, including estate and tax planning, protection, and investment management.
- Collaborate with internal and external subject matter experts to stay up-to-date on the latest industry trends and best practices.
- Develop and execute business development strategies to drive growth and revenue.
- Provide coaching and training to Financial Advisors to enhance their skills and knowledge.
- Bachelor's degree in business, finance, accounting, or law.
- Series 7, 66, and 24 licenses.
- Minimum of 10 years industry-specific experience.
- Insurance license required within 6 months of hire.
- Travel required up to 30%.
- CFP certification.
- Advanced degree, such as a CPA, JD, or CFA.
- Additional financial planning certifications.
We offer a competitive salary range of $136,571 to $232,541, depending on experience and qualifications. Our total compensation approach includes benefits, bonuses, and profit sharing. If you're passionate about delivering exceptional client experiences and driving business growth, we encourage you to apply.
-
Financial Planner
4 days ago
Scottsdale, Arizona, United States Prudential Financial Full timeUnlock Your Potential as a Financial PlannerAre you a motivated and analytical individual looking to take your career to the next level? Prudential Advisors is seeking a highly motivated and entrepreneurial individual to join our team as a Financial Planner.As a Financial Planner, you will work within a team of experienced professionals to help clients...
-
Financial Planner
3 weeks ago
Scottsdale, Arizona, United States Prudential Financial Full timeUnlock Your Potential as a Financial PlannerAre you a self-motivated individual with a passion for helping others achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? If so, we invite you to explore a career as a Financial Planner with Prudential Advisors.About the RoleAs a Financial Planner,...
-
Financial Planner
7 days ago
Scottsdale, Arizona, United States Prudential Financial Full timeUnlock Your Potential as a Financial PlannerAt Prudential Financial, we're committed to helping individuals achieve their financial goals. As a Financial Planner, you'll play a key role in helping clients navigate the complexities of financial planning and investment management.Key Responsibilities:Develop relationships with clients to understand their...
-
Senior Financial Planner
5 days ago
Scottsdale, Arizona, United States Edward Jones Full timeUnlock Your Potential as a Senior PlannerAt Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Planner, you'll play a critical role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Partner with Financial Advisors to develop and execute comprehensive financial plansLead...
-
Financial Planner
1 day ago
Scottsdale, Arizona, United States Spence, Cassidy & Associates Full timeJob DescriptionThe Financial Planner OpportunityWe're seeking dedicated individuals with an agile and proactive mindset to help clients achieve their financial goals. As a Financial Planner with Spence, Cassidy & Associates, you'll work directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial...
-
Certified Financial Planner
4 weeks ago
Scottsdale, Arizona, United States Sonora Investment Management Group, LLC Full timeJob OverviewSonora Investment Management Group, LLC is seeking a highly skilled Certified Financial Planner to join their team in Scottsdale, AZ.The ideal candidate will have a strong background in financial planning, personal financial planning, and retirement planning, with a focus on creating customized investment solutions for clients.Key...
-
Senior Financial Planning Consultant
14 hours ago
Scottsdale, Arizona, United States Edward Jones Full timeJob OverviewAre you passionate about helping individuals achieve their financial goals? Do you have a strong background in financial planning and a desire to serve as a trusted advisor to high net worth clients?We are seeking a Senior Travel Planner to join our team at Edward Jones. As a Senior Planner, you will serve as a conduit between financial advisors,...
-
Senior Land Planner
5 days ago
Scottsdale, Arizona, United States The French Agency Full timeSenior Land Planner Opportunity at The French AgencyWe are seeking an experienced Senior Land Planner to join our team at The French Agency. As a key member of our planning and design team, you will be responsible for leading community and land planning assignments, coordinating design presentations, and collaborating with consultants on various...
-
Financial Planning Expert
13 hours ago
Scottsdale, Arizona, United States Edward Jones Full timeRole SummaryWe are seeking a highly skilled Financial Planning Expert to join our team at Edward Jones. As a key member of our Wealth Management team, you will play a critical role in providing financial planning expertise to our high net worth clients.Key Responsibilities:Partner with senior planners and financial advisors to deliver comprehensive financial...
-
Scottsdale, Arizona, United States GoldBook Financial Full timeUnlock Your Potential with GoldBook FinancialWe're seeking experienced Financial Advisors who share our passion for innovation, flexibility, and excellence. Join our team of industry-leading professionals who excel at helping clients achieve financial security.Key Benefits:State-of-the-art technology platforms and toolsDiversified portfolio of investment,...
-
Associate Planner, High Net Worth Team
2 weeks ago
Scottsdale, 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 high net worth clients. With a strong background in financial planning and a passion for helping others, you'll...
-
Financial Analyst
5 days ago
Scottsdale, Arizona, United States Cogir Senior Living Full timeAbout Cogir Senior LivingCogir Senior Living is a leading provider of senior living communities with a strong presence in the United States. Our company operates nearly 90 senior living communities with over 8,000 units across 11 states.The PositionWe are seeking a highly skilled Financial Analyst to join our team. The successful candidate will be a key...
-
Financial Analyst
3 weeks ago
Scottsdale, Arizona, United States Cogir Senior Living Full timeAbout the RoleCogir Senior Living is seeking a highly skilled Financial Analyst to join our team. As a key member of our finance department, you will play a critical role in supporting our budgeting, reporting, business intelligence, forecasting, and underwriting processes.ResponsibilitiesAssist with the underwriting, due diligence, closing, and...
-
Associate Planner, High Net Worth Team
4 days ago
Scottsdale, Arizona, United States Edward Jones Full timeUnlock Your Potential as a Financial Planning ExpertAt Edward Jones, we're committed to empowering our associates to excel in their careers and make a meaningful impact on our clients' lives. As a Senior Wealth Strategist, you'll play a critical role in delivering exceptional financial planning services to our high net worth clients.Key...
-
Senior Wealth Strategist
4 days ago
Scottsdale, 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 clients with complex needs.Key ResponsibilitiesPartner with senior planners and financial advisors to deliver comprehensive...
-
Senior Financial Professional
2 weeks ago
Scottsdale, Arizona, United States Annexus Management Full timeSenior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team at Annexus Management. As a Senior Accountant, you will play a critical role in helping our clients protect their life, health, and wealth.Key Responsibilities:Provide financial guidance and support to clientsDevelop and implement financial plans to meet...
-
Senior Financial Analyst
4 weeks ago
Scottsdale, Arizona, United States SmartRent Full timeJob Title: Senior Financial AnalystAt SmartRent, we're revolutionizing the rental housing industry with our innovative smart home and property operations solutions. As a Senior Financial Analyst, you'll be a key member of our Financial Planning & Analysis (FP&A) team, providing critical financial analysis support to our management.Responsibilities:Review and...
-
Senior Financial Analyst
5 days ago
Scottsdale, Arizona, United States D.R. Horton Full timeJob Title: Senior Financial AnalystD.R. Horton, Inc., a leading homebuilder in the U.S., is seeking a Senior Financial Analyst to join its team. As a key member of the finance department, you will play a critical role in analyzing and interpreting financial data to inform business decisions.Key Responsibilities:Assist the Division CFO and Controller in...
-
Senior Financial Manager
2 weeks ago
Scottsdale, Arizona, United States 52Ten, LLC Full timeSenior Bookkeeper Job DescriptionThe Senior Bookkeeper plays a crucial role in the smooth functioning of our finance operations, collaborating with the Finance Manager to manage financial transactions, prepare financial statements, and contribute to finance-related projects.We are seeking a highly skilled and detail-oriented individual with a sound...
-
Senior Underwriter
3 weeks ago
Scottsdale, Arizona, United States AmTrust Financial Full timeJob Title: Senior UnderwriterAmTrust Financial Services is seeking a highly skilled Senior Underwriter to join our Complex Account Unit in our Workers Compensation Corporate Underwriting department. As a Senior Underwriter, you will be responsible for underwriting and managing a portfolio of large, challenging, and unique accounts in accordance with...