Financial Planning Specialist

4 weeks ago


Tempe, Arizona, United States Edward Jones Full time
Role Overview

As a key member of the Edward Jones High Net Worth team, you will play a critical role in delivering personalized wealth management services to high net worth clients. Your expertise in financial planning and complex financial planning concepts will enable you to provide tailored advice and guidance to clients, helping them achieve their financial goals.

Key Responsibilities
  • Partner with senior planners and financial advisors to deliver end-to-end HNW client experiences
  • Collaborate with the HNW team to create holistic, customized financial plans for clients
  • Support the delivery of advice and financial planning strategies for complex HNW clients
  • Contribute to department goals, projects, and initiatives to better serve HNW branch teams and clients
  • Stay up-to-date on upcoming rules and regulations impacting financial planning concepts
Requirements
  • Bachelor's degree in Business, Finance, Accounting, or Law
  • Strong knowledge of financial planning concepts and application
  • Ability to travel and maintain presence in target markets at least 20% of time
  • Financial services experience
About Edward Jones

At Edward Jones, we value and respect our associates and their contributions. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. Our company is committed to building a place where everyone feels like they belong, and we strive to create a positive impact on the lives of our clients and colleagues.



  • Tempe, Arizona, United States Edward Jones Full time

    Role SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our High Net Worth team at Edward Jones. As a key member of our team, you will play a critical role in providing financial planning expertise to our clients and supporting our senior planners and financial advisors in delivering exceptional client...


  • Tempe, Arizona, United States Edward Jones Full time

    Role SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our High Net Worth team at Edward Jones. As a key member of our team, you will play a critical role in providing financial planning expertise to our clients and supporting our senior planners and financial advisors in delivering exceptional client...


  • Tempe, Arizona, United States Edward Jones Full time

    Role SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our High Net Worth team at Edward Jones. As a key member of our team, you will play a critical role in providing financial planning expertise to our clients and supporting our senior planners and financial advisors in delivering exceptional client...


  • Tempe, Arizona, United States PDS Tech Commercial Full time

    Job OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at PDS Tech Commercial. As a key member of our organization, you will be responsible for creating and managing budgets, advising on corporate financial and accounting guidelines, reviewing project funding requests, preparing reports, and providing analysis of trends...


  • Tempe, Arizona, United States Edward Jones Full time

    Role OverviewWe are seeking a highly skilled and experienced Associate Planner to join our High Net Worth team at Edward Jones. As a key member of our team, you will play a critical role in providing exceptional client service and supporting our senior planners and financial advisors in serving complex high net worth clients.Key ResponsibilitiesPartner with...


  • Tempe, Arizona, United States Arizona State University Full time

    Job Title: Financial SpecialistArizona State University is seeking a highly skilled Financial Specialist to join our team. As a key member of our financial operations team, you will be responsible for coordinating financial activities, ensuring adherence to unit and university policies, practices, and regulations.Key Responsibilities:Investigate financial...


  • Tempe, Arizona, United States Pyramid Consulting, Inc Full time

    Contract Accounting Specialist OpportunityWe are seeking a highly skilled Contract Accounting Specialist to join our team at Pyramid Consulting, Inc.This is a 06+ Months Contract opportunity with long-term potential and is located in the Tempe, AZ area.Key Responsibilities:Provide financial operations support to our clientsEnsure accurate and timely...


  • Tempe, Arizona, United States Arizona State University Full time

    Job Title: Financial Specialist SrArizona State University is seeking a highly skilled Financial Specialist Sr to join our team. As a key member of our financial operations team, you will be responsible for providing financial oversight of federal grants and contracts, as well as discretionary accounts. You will work closely with faculty members who are...


  • Tempe, Arizona, United States Arizona State University Full time

    Job Title: Financial Specialist Sr.Arizona State University is seeking a highly skilled Financial Specialist Sr. to join our team. As a key member of our financial operations team, you will be responsible for providing financial oversight and management of federal grants and contracts, as well as discretionary accounts.Key Responsibilities:Analyze and...


  • Tempe, Arizona, United States OneMain Financial Full time

    Job Title: Consumer Loan Sales SpecialistAt OneMain Financial, we're committed to helping hardworking Americans achieve their financial goals. As a Consumer Loan Sales Specialist, you'll play a critical role in empowering customers to make informed financial decisions and access the credit they need to succeed.Key Responsibilities:Deliver exceptional...


  • Tempe, Arizona, United States Edward Jones Full time

    Unlock Your Potential as a Financial Planning and Tax StrategistAre you passionate about helping individuals and families achieve their financial goals? Do you have a strong background in financial planning and a desire to make a meaningful impact in the lives of others?We are seeking a highly skilled Financial Planning and Tax Strategist to join our team at...


  • Tempe, Arizona, United States OneMain Financial Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Collections Specialist to join our team at OneMain Financial. As a Collections Specialist, you will play a critical role in working with our customers to provide consultative solutions for repayment of loans, improving their financial outlook.Key ResponsibilitiesAssist customers with all...

  • Financial Specialist

    2 weeks ago


    Tempe, Arizona, United States Arizona State University Full time

    Job Title: Financial SpecialistArizona State University is seeking a highly skilled Financial Specialist to join our team. As a key member of our finance department, you will be responsible for providing financial oversight and management of federal grants and contracts, as well as discretionary accounts.Key Responsibilities:Analyze and prepare financial...


  • Tempe, Arizona, United States OneMain Financial Full time

    About the RoleWe are seeking a skilled Collections Specialist to join our team at OneMain Financial. As a Collections Specialist, you will play a critical role in working with our customers to provide consultative solutions for repayment of loans, improving their financial outlook.Our fast-paced work environment focuses on our customers with existing...


  • Tempe, Arizona, United States Achieve Full time

    Job Title: Manager, FP&AAt Achieve, we're seeking a highly skilled Manager, FP&A to join our team. As a key member of our Achieve Resolution Business Unit, you'll play a pivotal role in driving financial planning and tracking performance.About the RoleWe're looking for a seasoned professional with a strong background in financial planning and analysis. Your...


  • Tempe, Arizona, United States Achieve Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Achieve. As a key member of our Achieve Resolution Business Unit, you will play a pivotal role in driving financial planning and tracking performance.Key ResponsibilitiesDevelop and refine financial models to focus on revenue recognition and cost...


  • Tempe, Arizona, United States TalentBridge Full time

    Job Title: Financial Operations Specialist Job Summary: TalentBridge is seeking a highly organized and detail-oriented Financial Operations Specialist to join our team. As a key member of our operations team, you will be responsible for providing administrative support to our financial services department. Responsibilities: * Assist with the registration...


  • Tempe, Arizona, United States Edward Jones Full time

    Financial Planning and Analysis RoleWe are seeking a highly skilled and motivated FP&A Analyst III to support our functional financial planning and analysis team.The successful candidate will be a self-starter who partners well in a collaborative manner to support our Finance and business area stakeholders' ability to make timely financial decisions while...


  • Tempe, Arizona, United States OneMain Financial Full time

    Job Title: Verification SpecialistOneMain Financial is seeking a skilled Verification Specialist to join our team. As a Verification Specialist, you will play a critical role in ensuring the accuracy and timeliness of loan examinations.Key Responsibilities:Acquire and maintain a thorough understanding of OneMain's policies and procedures, as well as state...


  • Tempe, Arizona, United States OneMain Financial Full time

    Job Title: Verification SpecialistJoin OneMain Financial as a Verification Specialist and play a critical role in ensuring the accuracy and timeliness of loan examinations. As a key member of our team, you will work closely with customer-facing teams to verify loan applications and ensure compliance with company policies and procedures.Key...