Hybrid HNW Estate Planning Strategist
Edward Jones HQ
Edward Jones in Tempe, AZ is seeking an Associate Estate Strategist to enhance the wealth management process for High Net Worth clients. This role requires significant estate planning expertise and advanced degrees, along with five or more years in financial services. You will partner with Senior Estate Strategists to define client goals, create tailored strategies, and communicate complex strategies clearly. The position offers a hybrid work model and a comprehensive benefits package, including medical, 401k, and paid leave. #J-18808-Ljbffr Edward Jones
- Edward Jones is looking for an Associate Tax Strategist in Tempe, AZ, to provide tax planning for High Net Worth clients. You'll collaborate with financial... ...in the financial services industry. The role offers a hybrid work model and comprehensive benefits. #J-18808-...High net worth
- ...background in high net worth estate planning? If you answered yes to... ...team provides an end-to-end, HNW client experience by partnering... ...and support. Senior Estate Strategists leverage the extensive resources... ...this role is posted as hybrid, if selected and accepted, you...High net worthTemporary workWork at officeWork from homeHome officeFlexible hours3 days per week
- ...end‑to‑end, high net worth (HNW) client experience by... ...including holistic financial planning, tax and estate planning services via trusted... ...You Will Do: The Insurance Strategist role offers a unique opportunity... ...this role is posted as hybrid, if selected and accepted,...High net worthTemporary workWork at officeWork from homeHome officeFlexible hours3 days per week
- ...Overview Do you have a Financial Planning background with an emphasis on Estate Planning? Do you have a desire to... ...these questions, the Senior Wealth Strategist role could be the right opportunity... ...Arrangement While this role is posted as hybrid, if selected and accepted you may...SuggestedTemporary workWork at officeWork from homeHome officeFlexible hours3 days per week
- ...development. Candidates should hold valid Series 7 and Series 63 licenses, with a strong understanding of financial markets. A flexible hybrid work schedule is offered, requiring onsite work three days a week and remote work for two days. #J-18808-Ljbffr JPMorgan Chase & Co...SuggestedRemote jobFlexible hours3 days per week
- ...business development. Candidates must have valid Series 7 and 63 licenses and the ability to manage multiple priorities. The job offers a hybrid environment following initial training and includes a competitive benefits package with comprehensive health care, retirement...
- Edward Jones is seeking a Senior Wealth Strategist in Tempe, AZ, to support financial advisors in delivering complex financial plans. The ideal candidate will leverage their expertise... ...such as CFP® or CFA®. This position has a hybrid arrangement, with expectations of in-...Work at office3 days per week
- Edward Jones is seeking an HNW Client Development Analyst in Tempe, AZ to leverage resources to support financial advisors for HNW clients. You'll analyze client needs, implement operational efficiencies, and drive growth through enhanced client experiences. Ideal candidates...High net worth
- ...Generations® team provides an end-to-end, HNW client experience by partnering with... ...services including holistic financial planning, tax and estate planning services via trusted 3rd... ...reporting and support. Associate Portfolio Strategists leverage the extensive resources of...High net worthTemporary workWork at officeHome officeFlexible hours
- Edward Jones is looking for an Insurance Strategist in Tempe, AZ to design and launch a new insurance offering for high net worth clients... ...direct client service and a holistic approach to financial planning. Hybrid work options available. #J-18808-Ljbffr Edward JonesHigh net worth
- Edward Jones is seeking a Wealth Strategist II in Tempe, AZ. This role supports financial advisors by applying financial planning expertise to meet client needs. You'll collaborate... ...services. The position allows for hybrid work arrangements, ensuring flexible work...Flexible hours
$160k - $220k
...Work Arrangement: Hybrid or Remote Flexibility Available Position Type: Full-Time Compensation... ...construction-adjacent businesses, real estate companies, and closely held businesses... ...manager-level CPA who enjoys complex tax planning, direct client advisory work, team leadership...High net worthLong term contractFull timeContract workFor contractorsRemote work- ...should have over 8 years of experience in analytics, strong SQL skills, and proficiency in BI tools like Tableau. The position offers a hybrid work model and requires excellent communication skills to influence stakeholders and guide analytics direction. #J-18808-Ljbffr...
$90k
...Dead Serious About Your Career? So Are We Join DM Cantor Estate and Probate Practice, Arizonas Top Estates, Trusts, and Probate... ...Probate Practice, we understand that everyone dies, but not everyone plans for it. While most people avoid thinking about death, we dont shy...High net worthFull timeWork at officeImmediate startMonday to Friday- ...Description Job Description Tax Attorney II Description Durfee Law Group is a premier firm specializing in tax law, estate and business planning, tax planning and preparation, and asset protection for business owners, entrepreneurs, and high-net-worth individuals....High net worth
- ...seeking an Operations Analyst & Business Initiatives Consultant to lead strategic initiatives and analyze operational processes. This hybrid role emphasizes collaboration with cross-functional teams, including business intelligence, to enhance efficiency and support our...
- ...PowerToFly is looking for a Financial Planning Director in Tempe, AZ, who will partner with Financial Advisors to create personalized... ...of experience in wealth strategies. Strong proficiency in tax, estate strategies, and planning platforms are required. The position offers...High net worth
$100.9k - $142.53k
...growing and we are hiring a new Tax Planning Specialist who can help our... ...strategies (i.e Real Estate and Stock option projections)... ...* 4+ years of high net worth (HNW) experience * Experience with... ...local law. ***For remote and hybrid positions you will be required...High net worth16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$20 - $26.39 per hour
...Applicants should have significant experience in retail banking and a high school diploma or equivalent. Benefits include healthcare, retirement plans, paid vacation, and adoption assistance, alongside a competitive salary range of $20.00 - $26.39 per hour. #J-18808-Ljbffr...Hourly pay- ...advisors to enhance their business. Candidates should hold relevant FINRA licenses and possess strong analytical and relationship management skills. This position offers a competitive salary and customizable benefits in a hybrid working environment. #J-18808-Ljbffr...
- ...relationships, drive measurable growth, and deliver more value. The Senior Practice Management Strategist leads the evolution of practice health, diagnostic, assessment, and business planning strategies, along with the tools that enable them. This role is responsible for...Temporary workWork at officeHome officeFlexible hours
- Growth Partner Full-Time | Tempe, AZ About Basata At Basata, we’re rethinking the way healthcare practices get work done. Our AI-powered tools help automate the repetitive, time-consuming tasks that bog teams down, so staff can spend less time on admin and more time with...Full time
- A leading financial services firm in Tempe, Arizona is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will engage with clients ranging from beginners to high-net-worth individuals, offering personalized investment solutions...High net worth
- Barton & Associates is looking for a Deal Desk Pricing Analyst in Tempe, Arizona. This individual will collaborate with recruiters and account executives to optimize pricing decisions during deal execution, ensuring pricing accuracy and maximizing gross margin. The ideal...
- Barton Associates is looking for a Deal Desk Pricing Analyst in Tempe, Arizona. This critical role involves supporting sales and recruiting teams in optimizing pricing decisions at the point of deal execution. The ideal candidate will have 14 years of experience in pricing...
- Edward Jones is seeking an Enterprise Communications Strategist to join their team in Tempe, AZ. This role leads strategic communications initiatives to enhance market presence and engage with communities. The ideal candidate has over 7 years of experience in corporate...
- ...lasting difference. What You’ll Do As an Enterprise Communications Strategist, you will lead and execute strategic communications initiatives... ...no cost to associates. Edward Jones offers a 401k retirement plan, and tax‑advanced accounts: health savings account, and...Temporary workWork at officeLocal areaHome officeFlexible hours
$80k - $115k
Senior Implementation Strategist, Next Education Workforce Campus: Tempe JR121798 End Date: June 10, 2026 Minimum Qualifications: Bachelor's degree and seven (7) years of experience appropriate to the area of assignment/field; OR, any equivalent combination of experience...$130k
...37,000 members, we've proven this model works. Starting in real estate and now expanding across industries, our platform connects people... ...briefs that translate business goals into executable campaign plans. ~ Strong instincts for offer framing, landing page messaging,...Temporary workWork at officeFlexible hours- A leading global financial services firm seeks a Vice President, Investment Product Specialist, in Tempe, Arizona. The successful candidate will enhance client satisfaction and advisor development by leveraging extensive knowledge of investment products and presenting strategic...Night shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid HNW Estate Planning Strategist. Be the first to apply!


