Senior Financial Planning Strategist, High Net Worth Division

About the RoleWe are seeking a Senior Portfolio Strategist to join our High Net Worth team at Edward Jones. This is a unique opportunity to leverage your expertise in financial planning and investment management to deliver exceptional results for our clients.Job OverviewThe Senior Portfolio Strategist will be responsible for leading the development of client...

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...

Unlock Meaningful Career GrowthEdward Jones, a Fortune 500 company, seeks a seasoned Director to lead our High Net Worth Financial Planning team. With over 8 million clients and 19,000 financial advisors across the US and Canada, we prioritize client relationships and aim to improve lives through our partnership.Salary Range:$163,886 - $279,048 per yearAbout...

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 Edward JonesAt Edward Jones, we are committed to building a place where everyone feels like they belong. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance...

Job Summary:We are seeking a highly skilled High Net Worth Lending Specialist to join our team at Bank of America. This role is responsible for supporting the Credit Executive in developing new lending relationships with strategic wealth clients, driving funded loan balance and revenue growth while increasing profitability.The purpose of this position is to...

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,...

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...

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...

Job SummaryWe are seeking a highly skilled Risk Manager to join our Wealth Management Advice and Solutions (WMAS) team. This role will be responsible for managing risks associated with High Net Worth (HNW) products and services, ensuring the firm's Enterprise Risk Management framework is executed effectively.

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...

As a Compliance Strategist at Edward Jones, you will play a crucial role in supporting the firm's growth and commitment to helping serious, long-term investors achieve their financial goals. This position requires strong collaboration and relationship-building skills to foster meaningful partnerships across the organization.About Edward JonesWe are a Fortune...

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...

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...

About Edward JonesWe are a financial services firm that values our clients and associates. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we strive to provide exceptional service and support.Our PurposeWe partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities...

DescriptionThis role supports the Credit Executive in developing lending relationships with high-net-worth clients, driving funded loan balance and revenue growth, and managing existing lending relationships.The Senior Credit Analyst will use financial analysis and underwriting standards to approve custom lending requests and manage a loan portfolio within...

Role OverviewWe are seeking a highly skilled Senior Estate Strategist to join our team at Edward Jones. This is an exciting opportunity for a professional with a passion for estate planning and wealth management to make a meaningful impact in the lives of our clients.About the RoleThis Senior Estate Strategist will be responsible for leveraging the extensive...

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...

Financial Planning and Disbursements RoleWe are seeking a highly skilled professional to manage financial transactions and coordinate with the team for comprehensive financial planning and disbursements.Key Responsibilities:Process and manage financial records, ensuring accurate and timely disbursements.Develop and maintain financial reports for budgeting...

About the RoleWe are seeking a highly skilled Multidisciplinary Portfolio Strategist to join our team at Edward Jones. As a key member of our Wealth Management Advice and Solutions Division, you will play a crucial role in developing tailored solutions for our clients' complex financial needs.Key Responsibilities:Design and implement effective portfolio...