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Senior Wealth Strategist

2 months ago

Tempe, Arizona, United States Edward Jones Full time
Unlock Your Potential as a Senior Wealth Strategist

At 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 our clients, leveraging your expertise in financial planning, investment strategies, and tax planning.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients with complex needs
  • Collaborate with financial advisors to understand client goals and objectives
  • Provide expert guidance on investment and financial planning strategies
  • Stay up-to-date on industry trends and regulatory changes
What We Offer:
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation package, including a base salary and bonus structure
  • A comprehensive benefits program, including health, dental, and vision coverage

We're looking for a highly motivated and experienced professional who is passionate about delivering exceptional client service and has a strong background in financial planning and investment strategies. If you're a strategic thinker with excellent communication skills and a commitment to excellence, we encourage you to apply for this exciting opportunity.