- Edward Jones (Tempe, AZ)
- …Jones products and services, and ongoing reporting and support. **What you'll do:** The Senior Tax Planning Strategist leverages the extensive resources of ... HNW clients with complex needs. They serve as the tax planning expert in partnership with the Senior...Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist , etc.) to ensure proper alignment and continued evolution… more
- Edward Jones (Tempe, AZ)
- …branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation ... projects; demonstrating the ability to influence without authority with peers and senior leaders. + Manage, create, and ensure adherence to department written… more
- Edward Jones (Tempe, AZ)
- …Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you! Wealth Management Consultation ... financial strategies to help clients reach their goals. **What you Will Do:** Senior Wealth Strategists leverage the extensive resources of our home office to… more
- Edward Jones (Tempe, AZ)
- …client's financial plan to portfolio strategy. **What You Will Do** The Senior Portfolio Strategistis the investment specialist responsible for bringing the client's ... They are part of the durable, client-facing team that works closely with the Senior and Associate Planners (and other members of a diverse matrixed team) to ensure… more
- Edward Jones (Tempe, AZ)
- …plan to portfolio strategy **What You Will Do:** The Associate Portfolio Strategist is the investment specialist responsible for assisting with bringing the client's ... required to meet our client's wealth management needs. + In coordination with the senior portfolio strategists and senior planners, provide the right level of… more
- Edward Jones (Tempe, AZ)
- … Senior Planner and subject matter experts on the HNW team (ie, estate, tax , business owners, home office portfolio strategist . etc.) to create a holistic, ... and deliver on established growth metrics. Internally this role is titled Senior Wealth Strategist ** At Edward Jones, we value and respect our associates and… more