Senior Estate Strategist

Wealth Management Consultation RoleAt Edward Jones, we're seeking a skilled Senior Estate Strategist to join our High Net Worth team. As a key member of our Wealth Management Advice and Solutions division, you'll play a vital role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Partner with financial advisors and...

About the RoleWe are seeking a highly skilled Senior Estate Planning Strategist to join our Wealth Management Consultation High Net Worth team at Edward Jones. As a key member of our team, you will be responsible for providing expert estate planning advice to our high-net-worth clients, leveraging your extensive knowledge of financial planning concepts and...

Unlock Your Potential as a Senior Tax StrategistAre you passionate about helping high-net-worth clients achieve their financial goals? Do you have a deep understanding of complex tax planning strategies and a strong background in financial planning? If so, we invite you to join our team as a Senior Tax Strategist at Edward Jones.About the RoleAs a Senior Tax...

Job DescriptionAt Edward Jones, we are seeking a highly skilled Senior Strategist to join our team. As a key member of our Wealth Management Consultation group, you will play a critical role in delivering personalized advice and investment solutions to our clients.Key Responsibilities:Develop and implement customized investment plans that align with clients'...

Unlock Your Potential as a Senior Portfolio StrategistAre you passionate about helping high-net-worth clients achieve their financial goals? Do you have a strong background in financial planning and a deep understanding of investment strategies? If so, we invite you to join our team as a Senior Portfolio Strategist.About the RoleAs a Senior Portfolio...

Unlock 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 developing and implementing customized investment solutions that meet the unique needs of our high-net-worth clients.Key Responsibilities:Provide...

Job OverviewAs a Senior Portfolio Strategist, you will be responsible for leading the development of investment plans that align with clients' goals and expectations. You will work closely with financial advisors and clients to deliver personalized, tax-efficient, and robust portfolio construction and portfolio transition advice.Key ResponsibilitiesProvide...

About the RoleCogir Senior Living is seeking a highly skilled Financial Analyst to join our team. As a key member of our financial planning and analysis team, you will play a critical role in supporting our budgeting, reporting, business intelligence, forecasting, and underwriting processes.ResponsibilitiesAssist with the underwriting, due diligence,...

Job SummaryFirst Citizens Bank is seeking a highly skilled Senior Content Strategist to join our team. As a key member of our digital banking experience team, you will be responsible for developing clear, concise, and meaningful content that helps our customers accomplish their digital banking tasks and goals. You will work closely with Product Managers,...

Unlock Your Full PotentialAt GoldBook Financial, we believe that our experienced Financial Advisors are the backbone of our success. That's why we're seeking bold, forward-thinking professionals who share our passion for innovation and flexibility.What We Offer:State-of-the-art technology platforms and tools to streamline your workflowA diversified portfolio...

Ranked as one of the top 5000 places to work by employees in Inc. MagazineAs a fully remote team, we require our Social Media Strategist to be an Arizona resident.Envida is a social media, influencer and social ad agency located in Scottsdale, AZ with a variety of national real estate and restaurant clients. Our casual, energetic, and creative environment is...

Job Title: Organizational Change StrategistBar-S Foods Co. is seeking a highly skilled Organizational Change Strategist to lead organizational change activities for key projects. As a hands-on consultant, you will provide change management guidance and project leadership to sponsors, project managers, and project teams on all things organization, change, and...

Craft the future of commercial real estate with CBRE as a Senior Financial Consultant.As a key member of our Financial Consulting Group, you will be at the forefront of valuing commercial properties and guiding clients in informed real estate decisions.We offer a unique opportunity to join a team of industry experts and learn from the best in the field. With...

Senior Tax Accountant OpportunityTier4 Group is seeking a highly skilled Senior Tax Accountant to join our team. As a key member of our accounting department, you will be responsible for preparing and reviewing annual federal and state income tax returns, including supporting schedules and work papers.Key Responsibilities:Prepare and review annual federal...

Job Summary:The Senior Financial Analyst will be responsible for overseeing financial planning, budgeting, and forecasting processes for the Development and Club teams at Discovery Land Company.Duties and Responsibilities:Collaborate with project teams to update business models for actuals and reforecasting.Work closely with the Director of Finance to build...

Civil Defense Litigation OpportunitiesWe are a dynamic and growing law firm, Jobot, seeking a highly motivated and experienced Senior Litigation Attorney to join our team. Our practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant &...

Job Title: Principal UX DesignerAt RiverPoint, we're seeking a highly skilled Principal UX Designer to lead our design efforts and drive user experience excellence. The ideal candidate will have a strong background in UX design, with a minimum of eight years of experience designing usable interfaces and interactions. Retail experience is a plus.Key...

Data Insights Lead OpportunityVanguard's Client Experience & Digital team is seeking a Data Insights Lead to drive strategic decision making and deepen the understanding of our clients. This role will lead a team of analysts in delivering presentations that translate analytic insights into actionable solutions for business partners.Key...

Job SummaryWe are seeking a highly skilled Senior Financial Planning Analyst to join our team at Revel Communities. As a key member of our finance and accounting team, you will report directly to the VP Finance & Accounting and play a critical role in identifying, quantifying, leading, and validating operating and strategic initiatives that contribute to the...

Job SummaryThe Senior Financial Planning and Analysis Manager is a key member of our finance and accounting team, reporting directly to the VP Finance & Accounting. This role is critical in identifying, quantifying, leading, and validating operating and strategic initiatives that contribute to the overall financial position of our communities and the...