• Senior Tax Strategist

    Edward Jones (Phoenix, AZ)
    …Jones products and services, and ongoing reporting and support. **What you'll do:** The Senior Tax Planning Strategist leverages the extensive resources of ... answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity...HNW clients with complex needs. They serve as the tax planning expert in partnership with the Senior more
    Edward Jones (10/29/24)
    - Save Job - Related Jobs - Block Source
  • Associate Planner, High Net Worth Team

    Edward Jones (Phoenix, AZ)
    …and identify solutions to keep them on-track. **What you'll do:** + Partner with the Senior Planner, Financial Advisor, and high net worth team to deliver an ... subject matter experts on the HNW team (ie, estate, tax , business owners, home office portfolio strategist ....on established growth metrics. *Internally this role is titled Senior Wealth Strategist Edward Jones' compensation and… more
    Edward Jones (10/25/24)
    - Save Job - Related Jobs - Block Source