- 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 ... reporting and support. **What You Will Do:** + 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 (Scottsdale, AZ)
- …and mentoring to others in the department + Ability to understand how changes in tax laws, legislation, and regulatory changes impact High Net Worth tax ... answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity...to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties,… more