• Senior Estate Strategist

    Edward Jones (Scottsdale, AZ)
    …sets of Edward Jones products and services, and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our home office ... on-track to meet their goals + Ability to review High Net Worth client estate planning documents...Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist , etc.) to ensure proper alignment and continued evolution… more
    Edward Jones (12/08/24)
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  • Senior Tax Strategist - High

    Edward Jones (Scottsdale, AZ)
    …and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! This team sits ... services that our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides an end-to-end, high -net-worth (HNW) client… more
    Edward Jones (12/08/24)
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