Financial Planning Professional

**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...

Unlock Your Potential as a Strategic Financial Planning DirectorWe are seeking an experienced and skilled Strategic Financial Planning Director to join our team at Edward Jones. This is a unique opportunity to leverage your expertise in financial planning and wealth management to drive business growth and deliver exceptional client experiences.About UsEdward...

Compensation and BenefitsThe estimated annual salary for this position is $85,000 - $110,000, depending on experience.

About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our wealth management team at Signify. This is an exciting opportunity for a motivated individual to utilize their financial expertise and contribute to our mission of providing comprehensive planning for the Influential.Key ResponsibilitiesProcess invoice payments and...

Company OverviewAt Edward Jones, we're 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.We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.SalaryEstimated salary range: $70,000...

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...

Earn an estimated annual salary of $120,000-$180,000 as a Strategic Wealth Consultant at Edward Jones, working from home three days a week in the Louis, MO office. In this role, you'll leverage your knowledge of financial planning, investment strategies, and tax planning to support our financial advisors in serving high-net-worth clients.About the...

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...

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,...

We are seeking a highly experienced and skilled High Net Worth Financial Planning Director to join our team at Edward Jones. As a leader in the financial services industry, we value expertise, innovation, and collaboration.The ideal candidate will have a strong background in financial planning, tax, and estate strategies, with a proven track record of...

About the Role">Edward Jones is a financial services firm that values its associates and strives to create a positive impact in the lives of its clients and colleagues.We are currently seeking a Senior Estate Strategist to join our High Net Worth team. As a key member of this team, you will play a vital role in providing high-quality advice and guidance to...

About the RoleWe are seeking a highly skilled and experienced Director of High Net Worth Financial Planning to join our team at Edward Jones. This is a fantastic opportunity to lead a talented group of professionals in providing expert financial planning services to our high net worth clients.ResponsibilitiesLead a team of experienced financial planners in...

Larson Financial Group, LLC is a leading provider of financial planning and wealth management services. We are seeking a highly skilled and experienced Senior Financial Strategist to join our team in the St. Louis, MO area.The ideal candidate will have at least 8 years of experience in the financial planning industry and hold licenses such as Series 7 & 66...

About the RoleWe are seeking a Director of Financial Planning and Advisory Leadership to join our team. In this role, you will lead the vision, strategy, and execution of wholesaling efforts aligned with our wealth management priorities.Key ResponsibilitiesLead a team of associates and leaders in a matrixed environment, supporting our transformation from...

Creative Financial Staffing is partnering with a respected nonprofit educational organization to find a highly skilled Nonprofit Financial Compliance Specialist. The chosen candidate will play a key role in ensuring the organization's financial operations are in line with relevant laws and regulations.The primary responsibilities of this position include...

Job OverviewThis Financial Management Professional role is an exciting opportunity to join our dynamic team at UHY LLP, Certified Public Accountants. As a key member of our Client Accounting Advisory Service (CAAS) team, you will be responsible for managing engagements and supervising a team of professionals.The successful candidate will have 3-5 years of...

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...

We are excited to offer a Tax Manager position at Lopata, Flegel & Co LLP, a respected accounting and management consulting firm in St. Louis, MO.About the JobThe successful candidate will have a Bachelor's or Master's degree in Accounting, 5+ years of relevant tax experience, a CPA license, and excellent communication skills.Key Responsibilities:Manage...

About the Role: As a Financial Services Professional at Bankers Life, you will have the opportunity to build a rewarding career in insurance and wealth management. This role requires strong communication skills, a passion for helping others achieve their financial goals, and a drive to succeed in a competitive industry.We are seeking ambitious individuals...

Company OverviewAt Edward Jones, we're building a place where everyone feels like they belong. Our company is proud of its associates' contributions to the firm and the recognitions we have received.We're a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the U.S. and Canada. We're privately-owned, placing the focus on our...