Senior Financial Planning Consultant

4 weeks ago


Scottsdale, Arizona, United States Edward Jones Full time
Job Overview

Are 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, clients, and home office stakeholders, working to achieve client objectives through an unparalleled experience.

Key Responsibilities

* Partner with financial advisors to deliver an end-to-end high net worth client experience
* Lead a team of home office and third-party experts to develop and execute high net worth team objectives
* Develop and execute customized solutions and plans for clients

Requirements

* Bachelor's degree in business, finance, accounting, or law
* Travel required up to 30%
* CPA, JD, CFA, or additional financial planning certification

What We Offer

* Competitive salary and benefits package
* Opportunities for professional growth and development
* Collaborative and inclusive work environment

About Us

Edward Jones is a Fortune 500 company where people come first. 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.

  • Scottsdale, Arizona, United States CBRE Full time

    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...


  • Scottsdale, Arizona, United States Cogir Senior Living Full time

    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,...


  • Scottsdale, Arizona, United States Goodwin Recruiting Full time

    Job OverviewGoodwin Recruiting is seeking an experienced FP&A Manager to lead a team of 2 analysts in providing financial planning and analysis function for private equity-backed, mid-size senior living owner/operator. The ideal candidate will have 5+ years of experience working in a traditional senior living company, with a strong background in financial...


  • Scottsdale, Arizona, United States Revel Communities Full time

    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...


  • Scottsdale, Arizona, United States Edward Jones Full time

    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...


  • Scottsdale, Arizona, United States Bayntree Wealth Advisors Full time

    About the Role:We're seeking a highly motivated and experienced Financial Planning Expert to join our team at Bayntree Wealth Advisors in Scottsdale. As a key member of our team, you'll be responsible for providing exceptional financial planning guidance to our clients, helping them achieve their long-term goals.Key Responsibilities:Develop and implement...


  • Scottsdale, Arizona, United States Kenon Group Consultants Full time

    Job Title: Senior Accounting ConsultantJob Summary: We are seeking an experienced accounting professional to manage complex financial operations for our dynamic client portfolio in the clean energy industry.Key Responsibilities:Oversee consolidations in Microsoft Business CentralCoordinate with external auditorsEnsure seamless communication with both...


  • Scottsdale, Arizona, United States The Wolff Resident Experience Company Full time

    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...


  • Scottsdale, Arizona, United States Sectigo, Inc. Full time

    Job SummaryWe are seeking a highly skilled Senior FP&A Analyst to join our Corporate Finance team at Sectigo, Inc. This individual will be responsible for preparing and overseeing recurring reporting packages, completing monthly variance analysis of expenses and headcount, and supporting the recurring budgeting / forecasting processes.The ideal candidate...

  • Financial Consultant

    4 weeks ago


    Scottsdale, Arizona, United States CBRE Full time

    About the Role:As a CBRE Finance Analyst, you will support our Financial Consulting Group. You will learn from the best in the industry how to value commercial real estate and assist companies in making informed real estate decisions.The Financial Consulting Group (FCG) provides sophisticated financial underwriting and analytical services for the clients of...


  • Scottsdale, Arizona, United States Beacon Hill Full time

    We are seeking a highly skilled Senior Financial Accountant to join our team at Beacon Hill. The ideal candidate will have experience in HOA or property management, with a strong background in accounting principles and practices.Key Responsibilities:Manage a diverse portfolio of HOAs, handling everything from large associations to smaller ones, using both...


  • Scottsdale, Arizona, United States Flagstar Bank Full time

    Job SummaryThe Client Consultant II-Licensed at Flagstar Bank provides exceptional client experiences by resolving concerns and offering tailored financial solutions that meet the unique needs of our clients. This role focuses on client management, retention, and introductions to key bank partners to ensure our clients have access to experts who can help...


  • Scottsdale, Arizona, United States Bayntree Wealth Advisors Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Bayntree Wealth Advisors in Scottsdale, AZ. As a key member of our team, you will be responsible for building and maintaining strong client relationships, providing financial planning guidance, and delivering exceptional service.Key ResponsibilitiesDevelop...

  • Senior Underwriter

    4 weeks ago


    Scottsdale, Arizona, United States AmTrust Financial Full time

    Job SummaryWe are seeking a highly skilled Senior Underwriter to join our team at AmTrust Financial. The ideal candidate will have a strong background in workers compensation and a proven track record of success in underwriting and managing complex accounts.Key ResponsibilitiesDevelop and implement underwriting strategies to achieve business objectives and...


  • Scottsdale, Arizona, United States Blokchain Talent Full time

    Job SummaryThe Senior Financial Analyst / Finance Manager will play a pivotal role in the company's financial planning and analysis efforts. This position involves preparing and analyzing corporate financial presentations, supporting divisional activities, and engaging in a broad range of financial operations to enhance financial activities.Key...


  • Scottsdale, Arizona, United States Quantum5 LLC Full time

    Job OverviewQuantum5 LLC is seeking a seasoned financial professional to fill the role of Controller. As a key member of our leadership team, you will be responsible for overseeing the accounting operations of the company, ensuring financial accuracy, and providing strategic insights to inform business decisions.Key ResponsibilitiesDevelop and implement...


  • Scottsdale, Arizona, United States Quantum5 LLC Full time

    Job Title: ControllerAbout the Role:As a senior-level financial professional at Quantum5 LLC, you will be responsible for overseeing the accounting operations of the company. Your primary focus will be on managing the financial reporting process, maintaining accounting records, establishing financial controls, and ensuring compliance with financial...


  • Scottsdale, Arizona, United States Discovery Land Company Full time

    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...


  • Scottsdale, Arizona, United States BloKchain Talent Full time

    Job SummaryThe Senior Financial Analyst / Finance Manager will serve as a key financial expert, significantly contributing to the company's financial planning and analysis (FP&A) efforts. This role involves the preparation and analysis of corporate financial presentations, supporting divisional activities as directed, and engaging in a broad range of...


  • Scottsdale, Arizona, United States Abdo Full time

    Job DescriptionWe are seeking a highly skilled Senior Manager to join our team at Abdo. As a Senior Manager, you will play a key role in guiding our team in providing project resources for nonprofit clients.In this role, you will lead a variety of consulting projects, helping nonprofit organizations strategically work through their financial, operational,...