Senior Wealth Strategist: Tax Planning Expert
Edward Jones HQ
Edward Jones seeks a Senior Wealth Strategist in Tempe, AZ to leverage resources to support financial advisors with complex client needs. Candidates must have a Bachelor's degree in a relevant field, 9+ years in financial services, and credentials such as CFP or CFA. Strong communication and organizational skills are essential. The role requires developing financial strategies and working closely with advisors and clients to address their financial goals. Benefits include medical coverage and a 401k plan. #J-18808-Ljbffr Edward Jones
Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Strategist: Tax Planning Expert in Tempe, AZ vacancy
- 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 in financial planning to aid advisors in developing strategies for high-value clients...SeniorWork at office3 days per week
- ...you have a Financial Planning background with an emphasis... ...to be a part of the wealth management process?... ...these questions, the Senior Wealth Strategist role could be the... ...planning subject‑matter expert on the firm's full... ...retirement plan, and tax‑advantaged accounts:...SeniorTemporary workWork at officeWork from homeHome officeFlexible hours3 days per week
- ...including holistic financial planning, tax and estate planning... ...Will Do: Support Senior planner and partner... ...office and third-party experts to support financial advisors... ...Net Worth client's wealth management and tax... ...Home Office Portfolio Strategist, etc.) to ensure proper...SeniorTemporary workWork at officeHome officeFlexible hours3 days per week
- 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 with advisors and clients to develop strategies for complex financial circumstances. Ideal...SuggestedFlexible hours
- ...Opportunity Overview As a Senior Practice Strategy Consultant,... ...the forefront of transforming wealth management practices-bringing... ...organizational redesign, and succession planning. In this role, you'll lead... ...a 401k retirement plan, and tax-advantaged accounts: health...SeniorTemporary workWork at officeHome officeFlexible hours3 days per week
Edward Jones
Tempe, AZ2 days ago - ...growth, and deliver more value. The Senior Practice Management Strategist leads the evolution of practice... ...diagnostic, assessment, and business planning strategies, along with the tools that... ...offers a 401k retirement plan, and tax-advantaged accounts: health savings...SeniorTemporary workWork at officeHome officeFlexible hours3 days per week
Edward Jones
Tempe, AZ3 days ago $70k - $106k
A leading financial institution in Tempe is seeking a Senior Change Management & Communications Consultant. This role focuses on designing integrated change and communication strategies to enhance adoption of initiatives. Candidates should have over 7 years of experience...SeniorRemote work1 day per week- ...Digital Communication Strategist Location: Tempe, AZ, US Join us in building a better... ...of the following benefits: ~ Pension Plan (at no cost to the employee) ~401(k) plan... ...6 years may be considered. Level 3 – Senior: Minimum 5 years of relevant experience required...SeniorTemporary workH1bLocal areaRemote workVisa sponsorshipWork visa3 days per week
Salt River Project Agricultural Improvement & Power District
Tempe, AZ3 days ago - A leading financial services firm in Tempe, AZ, seeks a Senior Change Management & Communications Consultant to design and deliver strategies for organizational initiatives. The ideal candidate will have strong communication skills and a background in change methodologies...SeniorRemote jobFull timeFlexible hours
- DriveTime is seeking a Senior Real Estate Associate based in Tempe, Arizona. This role involves supporting the expansion and optimization of their automotive real estate portfolio. Responsibilities include managing real estate transactions, conducting financial analyses...Senior
$102.4k - $153.6k
...world. A Day in the Life Medtronic is seeking a Senior Associate - Global Lab Strategist to serve a transformational role within the Enterprise... ...classifications Exemplify a strong aptitude for strategic planning, and project management to ensure smooth transitions...SeniorH1bWork at officeLocal areaRemote workWorldwideFlexible hoursMedtronic
Tempe, AZ3 days ago$102.4k - $153.6k
A Day in the Life Medtronic is seeking a Senior Associate - Global Lab Strategist to serve a transformational role within the Enterprise Risk and Facilities... .... Exemplify a strong aptitude for strategic planning and project management to ensure smooth transitions and...SeniorTemporary workWork at officeLocal areaRemote workWorldwideFlexible hours- JPMorgan Chase is looking for a New Client Investment Specialist in Tempe, Arizona. This role requires a passion for providing exceptional client service, understanding investment needs, and driving business development. Candidates must have valid Series 7 and 63 licenses...
- ...room with no distractions or background noises · A backup plan if the power goes out or if your internet connection becomes... ...headerName":"Executive Assistant for a Financial Educator and Wealth Strategist in the US (Home Based Full Time)","widgetId":"147741000000390...Remote jobFull timeWork from homeHome officeMonday to FridayShift work
Virtual Coworker
Mesa, AZ6 hours ago - 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
- ...Exceptional Senior Healthcare Recruiter - Create Your Legacy with Unmatched Resources... ...mantle of Senior Healthcare Recruitment Strategist . Your work in this role is not confined... ...for fostering client relationships and expertly finalizing offers. ~ A proficiency in...SeniorPermanent employmentRemote work
MLee Medical Employment
Mesa, AZ9 hours ago - Liberty Mutual Insurance is seeking a Senior Claims Specialist in Chandler, Arizona. This role involves reviewing and processing moderately to complex claims, making decisions on liability and settlements, and leading a claims team. The ideal candidate should have 3 to...Senior
$65.28k - $97.92k
WESTERN EQUIPMENT FINANCE is looking for a Senior Impaired Debt Specialist to join our team in Chandler, AZ. This full-time position involves managing delinquent and charged off accounts, working closely with customers to transition them back to good standing, and coordinating...SeniorFull time$87k - $114k
...Senior Tax Accountant Tempe, Arizona, United States Hi, we're Oscar. We're hiring an Associate, Tax to join our Accounting organization... ...and local tax return processes. This role also supports tax planning and projects. You will report into the Senior Director, Tax...SeniorFull timeWork at officeLocal areaFlexible hours- ...desire to be a part of the wealth management process? Do... ...in financial planning and experience with complex... ...holistic financial planning, tax and estate planning... ...everything they do. The Senior Planner will serve as a... ...office subject matter experts (i.e.- tax, estate,...SeniorTemporary workWork at officeHome officeFlexible hours3 days per week
Edward Jones
Tempe, AZ2 days ago - ...Nice, But What’s the Job?In short, as a Senior Accountant, you will be responsible for understanding... ...an emphasis on the ability to manage the planning, performance, presentation and completion... ...our mouth is.Wellness Program. Health is wealth! This program includes self-guided...SeniorFull timeTemporary workCasual workWork from home3 days per week
- ...including holistic financial planning, tax and estate planning... ...Do: The Insurance Strategist role offers a unique... ...with the firm’s holistic wealth management approach.... ...Serve as a subject matter expert for complex insurance... .... Partner with senior planners, financial advisors...Temporary workWork at officeWork from homeHome officeFlexible hours3 days per week
- ..., AZ is seeking an Associate Estate Strategist to enhance the wealth management process for High Net Worth... ...role requires significant estate planning expertise and advanced degrees, along... ...financial services. You will partner with Senior Estate Strategists to define client...
- ...specialist. You will partner with branch teams to deliver personalized wealth management services, focusing on tailored investment advice to... ...and aims to improve clients' financial lives through expert guidance and product offerings that cater to high-net-worth individuals...Senior
- A leading firm in engineering and environmental solutions is seeking a Senior Proposal Specialist in Chandler, Arizona. The ideal candidate will produce compelling content for proposals and presentations, showcasing a positive attitude and strong collaborative skills....SeniorRemote jobFlexible hours
$105k
We are seeking a detail-oriented and experienced Tax Senior to join our client in Chandler, Arizona. This individual will be responsible... ...for preparing complex tax returns and providing proactive tax planning and advisory services. The ideal candidate is a motivated...SeniorWork at officeLocal areaImmediate start- ...Senior Tax Accountant Regional Bay Area CPA firm is looking to add a Senior Tax Accountant to their staff. Tax Senior Associates work... ...include preparing complex returns, performing planning, projection and compliance projects, and reviewing work from the...SeniorImmediate start
- ...employees can take advantage of the following benefits: Pension Plan (at no cost to the employee) 401(k) plan with employer matching... ...concepts and practices to solve a variety of issues. Promotion to Senior Auditor: Minimum five (5) years of audit experience, including...SeniorTemporary workH1bLocal areaRemote workVisa sponsorshipWork visa3 days per week
- ...Senior Estimator The future you want is within reach. Let's build it together. At... ...understanding of different construction methods, planning, scheduling, sequencing, potential... ...pricing and bid closing procedures. ~ Expert in understanding and teaching contract terms...SeniorContract workFor contractors
PCL Construction
Tempe, AZ5 days ago - ...Senior Estimator - Industrial & Mission Critical The future you want is within reach. Let's build it together. At PCL Construction... ...leveling and scope normalization Support early procurement planning for long-lead equipment Leads small to medium estimates or...SeniorContract workFor subcontractorWork at office
PCL Construction
Tempe, AZ4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Strategist: Tax Planning Expert. Be the first to apply!
Related searches