• Senior Estate Strategist

    Edward Jones (Scottsdale, AZ)
    …understand how upcoming changes in legislation and regulatory environment may impact High Net Worth estate /legacy planning and proposed client strategies. ... with estate planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and customized client deliverables.… more
    Edward Jones (12/08/24)
    - Save Job - Related Jobs - Block Source
  • 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)
    - Save Job - Related Jobs - Block Source