- Edward Jones (Scottsdale, AZ)
- … high -quality Advice, Planning, Products, and Services (APPS) required to meet our High Net Worth client's wealth management and tax planning needs. + Serve ... not local, travel to Scottsdale is required + Support Senior planner and partner with home office and third-party...upcoming changes in legislation and regulatory environment may impact High Net Worth tax planning and proposed… more
- Edward Jones (Tempe, AZ)
- …plan to portfolio strategy. **What You Will Do:** The Edward Jones Generations - Senior Portfolio Strategist is an investment specialist who brings the client's ... answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity...plan and ensuring alignment with goals and expectations. The Senior Portfolio Strategist are part of the… more
- Edward Jones (Tempe, AZ)
- …enhance is yours. **Job Overview** **Position Schedule:** Full-Time The Director of Tax & Estate Strategy is responsible for providing thought leadership and ... experienced and specialized professionals that support the delivery of tax and estate planning that is part of the...financial planning and wealth management services for the firm's High Net Worth (HNW) segment. This team sits within… more