Senior Wealth Strategist - Complex Planning
Edward Jones HQ
Edward Jones is seeking a Wealth Strategist II to support financial advisors and clients with complex needs using our home office resources and a broad suite of financial planning tools. This role serves as a primary contact between advisor teams and clients, providing expert guidance on goals-based planning and tailored investment strategies. The ideal candidate has extensive experience in financial services, holds or is pursuing CFP, and will collaborate across Edward Jones teams to deliver #J-18808-Ljbffr Edward Jones
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Strategist - Complex Planning in Dallas, TX vacancy
- ...Senior Wealth Strategist Make banking a Fifth Third better® We connect great people to great opportunities... ...: Serves as the primary Wealth Planning expert and resource for high net worth... ...$15 million in net worth) involving complex financial issues and strategies, typically...SeniorBank staff
Fifth Third Bancorp
Dallas, TX1 day ago $141.35k - $207.9k
...Every step of the UMB Private Wealth Management investment... ...portfolio specialists. The Senior Investment Strategist works directly with the most sophisticated and complex high‑net‑worth clients to create... ...Investment Management, Financial Planning, or Brokerage, including...SeniorLocal areaFlexible hours- ...Consulting is a team within the Private Wealth area that serves as the planning and investment consultation... ...strategy, and guidance on complex wealth management strategies. The... ...their goals. What You Will Do Senior Wealth Strategists partner with home office and third...SeniorTemporary workWork at officeHome officeFlexible hours
- UMB Bank’s Private Wealth Management division seeks a Senior Investment Strategist to work directly with high-net-worth clients to craft custom investment solutions within our disciplined investment process and asset-allocation framework. You will oversee discretionary...Senior
- A financial institution is seeking an Institutional Wealth Strategist to manage client accounts and ensure compliance with legal standards.... ...with a comprehensive benefits package including health insurance and a 401(k) plan. #J-18808-Ljbffr SouthWest Benefits AssociationSeniorFull time
- Huntington Bank in Dallas is seeking a Wealth Planner to deliver comprehensive financial planning for clients with net worth of $1-10M. Lead engagements and conduct discovery conversations to understand goals, values and objectives. You will develop personalized plans...SeniorRemote job
- ...Description What is the opportunity? As a Wealth Strategist, your role will be focused on... ...and driving the adoption of financial planning as part of the core client experience,... ...ultra-high-net-worth clients, such as: complex financial, estate, gift and charitable...SeniorFull timeTemporary workWork at officeFlexible hours
- Edward Jones is seeking a Senior Wealth Strategist within Generations Consulting, a team in Private Wealth. You will partner with home office and... ...net worth clients, focusing on wealth management, estate planning, and tailored financial strategies. Candidates should have...SeniorHome office
- ...insurance professions. In addition, the position offers competitive salary and benefits, including medical, dental, vision, and life insurances, as well as a robust 401(k) plan matched at 100% for 6% of contributions. #J-18808-Ljbffr Core Specialty Insurance Holdings, Inc.Senior
- ...Consulting is a team within the Private Wealth area that serves as the planning and investment consultation group... ...strategy, and guidance on complex wealth management strategies. The Generations... .... What you Will Do The Wealth Strategist II leverages the extensive resources...Temporary workWork at officeHome officeFlexible hours
- Equinix is seeking a Senior Indirect Tax Analyst based in Dallas, Texas, to oversee tax compliance and reporting for the Hyperscale business... ...analytical and interpersonal skills are essential to address complex tax issues effectively. The position also offers a competitive...Senior
- ...Company in Dallas is looking for an experienced claims professional to manage Personal Umbrella Liability claims. You will handle complex claims from evaluation to resolution, working collaboratively with defense counsel and internal stakeholders. The ideal candidate has...Senior
- ...candidate will have extensive experience in cybersecurity risk management and strong executive communication skills, enabling them to convey complex risks clearly to senior leaders. This role offers competitive pay and comprehensive benefits. #J-18808-Ljbffr Koitecc SolutionsSenior
- A leading technology company in Dallas is seeking a Senior Data Product Services Manager to enhance strategic data solutions for Fund Administration clients. The role involves managing complex financial data analysis, building actionable business intelligence dashboards...Senior
$99k - $186k
QBE Americas, Inc. is seeking a Claims Manager in Dallas, Texas, to handle complex claims in the Professional Lines segment. The role involves managing investigations, negotiating resolutions, and collaborating with external parties to ensure optimal outcomes. The ideal...Senior- EY is seeking a Senior Consultant for their Sales Transformation team to help clients optimize their sales processes and technologies... ...years of consulting experience, and a strong ability to solve complex problems. This role offers opportunities for growth in a dynamic...Senior
- McKinstry seeks a Principal Seller to lead the Energy Asset Development team in Texas, driving large, complex infrastructure solutions aligned with client strategies to achieve objectives. You will collaborate across financial, legal, accounting, and technical teams and...Senior
- ...to work remotely on Fridays. You will partner with the Director of Indirect Procurement, executing global strategies and managing complex procurement challenges. This role demands strong analytical skills and the ability to influence stakeholders. Successful candidates...SeniorRemote jobMonday to ThursdayFlexible hours
- The Travelers Indemnity Company is looking for a motivated Sr. Technical Specialist in Richardson, Texas, to manage complex environmental claims. Candidates should have at least 5 years of specialized experience and relevant educational background. This role involves handling...Senior
- Prosperity Workforce Solutions is seeking a Senior Regulatory Affairs Specialist in Dallas, TX, responsible for leading regulatory activities... ...and communication skills are essential for navigating complex regulatory environments. Join a diverse and inclusive team committed...Senior
- Dallas Area Rapid Transit Inc. is seeking a Senior Contract Specialist to develop and administer high-value contracts for rail and bus... ...Under minimal supervision, you will draft, review, and execute complex procurement documents in line with DART regulations and federal...SeniorContract workFor contractors
- NBH Bank is looking for an SBA Senior Credit Approval Officer to support its banking locations in Texas and beyond. This role involves structuring and analyzing complex SBA transactions, ensuring overall credit quality, and underwrite new credit requests in compliance with...Senior
- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...goals‑based wealth management, including planning for retirement, education, legacy, and... ...focused and effective. The Private Wealth Strategist, part of Merrill’s Strategic Wealth...Private practiceWork at officeWork from homeShift workDay shift
Bank of America
Dallas, TX1 day ago - The Rundown AI, Inc. is seeking a highly experienced Senior Staff Network Architect to oversee the design, implementation, and optimization of complex network infrastructures. This pivotal role requires deep expertise in network engineering, cybersecurity protocols, and...Senior
$134.75k - $287.91k
...sticks. Salesforce is hiring Deployment Strategists - Strategic Builders who are customer‑... ...Forward Deployed Engineers, translating complex business challenges into agentic AI deployments... ...building trust‑based relationships with senior stakeholders and present proposals,...Senior- ...of experience in investment advisory or wealth management ~ Proven, transferable book... ...facing presence with the ability to manage complex financial relationships independently ~... ...opportunities Deliver holistic financial planning Support training initiatives and help...SeniorWork at office
New Day Executive Search
Dallas, TX5 days ago - A leading financial institution in Dallas seeks a Private Wealth Strategist to develop wealth transfer strategies for ultra-high net worth... ...individuals and families. The role involves creating personalized planning strategies, partnering with Advisors, and assisting with...
- PNC is seeking a Private Business Strategist to work in Dallas, Austin or Houston, TX. In this role, you will engage... ...business owners and provide insights on growth and wealth management, integrating transition planning strategies into their corporate structures. The ideal...
- Job Summary The Wealth Strategist at Parallel Advisors is an associate level role, joining a fast-growing Registered Investment Advisory firm... ...and get exposure to many different aspects of financial planning and investment management processes. This is a hybrid (in office...Work at office
- Simmons Bank - Institutional Wealth Strategist Full Time Accounting 10 Feb 2026 Simmons Bank - Institutional Wealth Strategist Title: Institutional... ...) with substantial employer match Discounted Stock Purchase Plan Profit Sharing contribution with eligibility Free Physical,...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Strategist - Complex Planning. Be the first to apply!
Related searches
- strategy consultant Dallas, TX
- senior brand strategist Dallas, TX
- account strategist Dallas, TX
- business strategist Dallas, TX
- workplace strategist Dallas, TX
- media strategist Dallas, TX
- design strategist Dallas, TX
- investment strategist Dallas, TX
- senior strategy consultant Dallas, TX
- brand strategist Dallas, TX