Financial Planning Specialist
4 weeks ago
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
- 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
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.
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Financial Planning Specialist
4 weeks ago
Tempe, Arizona, United States Edward Jones Full timeRole 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...
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Financial Planning Specialist
3 weeks ago
Tempe, Arizona, United States Edward Jones Full timeRole 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...
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Financial Planning Specialist
4 weeks ago
Tempe, Arizona, United States Edward Jones Full timeRole 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...
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Financial Planning Specialist
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Financial Planning Specialist
4 weeks ago
Tempe, Arizona, United States Edward Jones Full timeRole 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...
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Financial Specialist
3 days ago
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Financial Specialist Sr
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Financial Specialist Sr.
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Consumer Loan Sales Specialist
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Financial Planning and Tax Strategist
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Collections Specialist
6 days ago
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Collections Specialist
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Financial Planning and Analysis Manager
4 weeks ago
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Financial Operations Specialist
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Tempe, Arizona, United States TalentBridge Full timeJob 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...
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Financial Planning and Analysis Expert
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3 days ago
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Verification Specialist
3 days ago
Tempe, Arizona, United States OneMain Financial Full timeJob 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...