Senior High-Net-Worth Portfolio Consultant

Full-time

Edward Jones

Provide expert investment and financial planning consultation to financial advisors and high-net-worth clients. Develop tax-efficient portfolio and asset-transition strategies, advise on alternative investments, support suitability and fund selection, and manage complex cases. Collaborate on strategic initiatives, resolve escalations, and mentor associates while monitoring industry trends and regulatory changes.

Apply

Vacancy posted 3 days ago

Similar jobs that could be interesting for youBased on the Senior High-Net-Worth Portfolio Consultant in Tempe, AZ vacancy

Senior Portfolio Consultant- High Net Worth Consultation
...OverviewTeam Overview:The Private Wealth Consulting team serves as the planning and... ...implementation of investment solutions to high-net-worth (HNW) clients through direct partnership... ...focus on actionable financial planning, portfolio/product strategy, and services to meet...
Senior
High net worth
Temporary work
Work at office
Home office
Flexible hours
Edward Jones
Tempe, AZ
5 days ago
Senior Portfolio Strategist, Private Wealth
Edward Jones Generations seeks a Senior Portfolio Strategist to develop and implement tailored investment plans for high-net-worth clients. Working with financial advisors, planners and other specialists, you will analyze and construct portfolios, advise on complex investment...
Senior
High net worth
Full time
Edward Jones
Tempe, AZ
3 days ago
Portfolio Consultant- Private Wealth
...OverviewTeam Overview: The Generations HNW Consulting team serves as the planning and... ...implementation of investment solutions to high-net-worth (HNW) clients through direct partnership... ...focus on actionable financial planning, portfolio/product strategy, and services to meet...
High net worth
Temporary work
Work at office
Home office
Flexible hours
Edward Jones
Tempe, AZ
2 days ago
Associate Portfolio Consultant
...The Edward Jones Generations Consulting team serves as the planning... ...of investment solutions to high-net-worth (HNW) clients through direct... ...actionable financial planning, portfolio/product strategy, and... ...They will partner with the Senior Portfolio Consultant to develop...
High net worth
Temporary work
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Tempe, AZ
3 days ago
Private Wealth Portfolio Consultant
Partner with financial advisors and branch teams to develop and implement tailored investment strategies for high-net-worth clients. Provide portfolio analysis, construction, transition, and ongoing case-management support, including guidance on asset allocation, tax minimization...
High net worth
Full time
Edward Jones
Tempe, AZ
3 days ago
Senior Estate Strategist- Private Wealth
...services, and ongoing reporting and support. Senior Estate Strategists leverage the... ...and regulatory environment may impact High Net Worth estate/legacy planning and proposed client... ...Legal, Service, Operations, Home Office Portfolio Strategist, etc.) to ensure proper...
Senior
High net worth
Temporary work
Work at office
Home office
Flexible hours
Edward Jones
Tempe, AZ
4 days ago
Senior Tax Strategist - High Net Worth
...Generations team provides an end-to-end, high net worth (HNW) client experience by partnering... ...and support. What You Will Do:Support Senior planner and partner with home office and... ...Legal, Service, Operations, Home Office Portfolio Strategist, etc.) to ensure proper...
Senior
High net worth
Temporary work
Work at office
Home office
Flexible hours
Edward Jones
Tempe, AZ
3 days ago
Senior Estate Strategist, Private Wealth
Edward Jones seeks a Senior Estate Strategist to support high-net-worth clients with complex estate and legacy planning. The role provides technical expertise, communicates strategies to clients and financial advisors, coordinates with external estate and legal providers...
Senior
High net worth
Full time
Edward Jones
Tempe, AZ
3 days ago
Senior Tax Strategist
Support high-net-worth financial planning by providing technical tax-planning expertise, evaluating complex client cases and helping implement tailored tax strategies. Partner with financial advisors, clients, internal teams and third-party tax and legal providers to coordinate...
Senior
High net worth
Full time
Edward Jones
Tempe, AZ
3 days ago
Senior Private Wealth Planner
Partner with financial advisors and subject matter experts to deliver personalized, holistic financial plans for high-net-worth clients. Lead client discovery, develop financial planning recommendations, coordinate implementation, and explain complex planning concepts...
Senior
High net worth
Full time
Edward Jones
Tempe, AZ
1 day ago
Senior Financial Planner
$76.32k - $127.21k
...Senior Financial Planner Where Ambition Meets Innovation Build a career that matches... ...Services team is looking for a highly motivated and qualified Senior Financial... ...but not limited to Client Experience, High Net Worth Services, and Tax Planning. Maintain knowledge...
Senior
High net worth
Work at office
Work from home
LPL Financial
Tempe, AZ
3 days ago
Compensation Senior Consultant
$95.6k - $162.4k
...compensation strategies that support one of the organization's most dynamic and globally connected functions. As a Compensation Senior Consultant, you will serve as a trusted advisor to business leaders and HR partners, helping drive compensation decisions that attract,...
Senior
Full time
Temporary work
H1b
Work at office
Worldwide
Flexible hours
Northern Trust
Tempe, AZ
3 days ago
Senior Planner- Private Wealth
...you! The Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to... ...clients first in everything they do. What You Will Do:The Senior Planner will serve as a conduit between the financial advisor,...
Senior
High net worth
Temporary work
Work at office
Home office
Flexible hours
Edward Jones
Tempe, AZ
5 days ago
Senior Director, Real Estate & Facilities Portfolio (Hybrid)
...Amkor Technology, Inc. in Tempe, AZ, seeks a Sr. Director of Real Estate Portfolio Management and Facilities to lead the real estate portfolio and office operations. Hybrid schedule; relocate or reside near Tempe office encouraged. You will optimize portfolio value,...
Senior
Work at office
Relocation
Jobleads-US
Tempe, AZ
2 days ago
Tax/Senior Manager
...Description Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type:... ...environment. The firm serves a diverse portfolio of clients across industries and is... ...for corporations, partnerships, and high-net-worth individuals Provide strategic tax planning...
Senior
High net worth
Full time
Remote work
Flexible hours
Solid Rock Recruiting LLC
Tempe, AZ
21 days ago
VIP Concierge Senior Operations Manager
...We're seeking a VIP Concierge Senior Operations Manager to lead a newly established, high-visibility Concierge Services organization... ...Identify opportunities for consultative customer conversations,... ...executive, luxury, membership, or high-net-worth customer segments Experience...
Senior
High net worth
RemX
Tempe, AZ
6 days ago
Sr Principal, Tech Program Manager - Cybersecurity Portfolio Lead
$137.4k - $240.4k
...Trust seeks a Cybersecurity Portfolio Lead to provide strategic leadership... ...strategic recommendations to senior executives, including the... ....Direct the resolution of highly complex problems by applying... ...including regular communication and consultation to keep them informed and...
Senior
Full time
For contractors
H1b
Worldwide
Flexible hours
Northern Trust
Tempe, AZ
1 day ago
Senior Tax Manager - CPA - HYBRID
$120k - $170k
Job Opening: Senior Tax ManagerLocation: Scottsdale or Chandler,... ...complex tax compliance, drive high-level tax planning initiatives... ..., partnerships, and high-net-worth individuals.Strategic Planning... ...Advisory Services: Act as a key consultant for internal leadership or...
Senior
High net worth
Flexible hours
CyberCoders
Gilbert, AZ
4 days ago
Senior Tax Manager
$140k - $210k
...Senior Tax Manager - REMOTE About the Firm We are representing a well-established, award-winning RIA firm with a strong reputation... ...review individual, business, and trust returns for a mix of high-net-worth and mid-affluent clients Work hand-in-hand with financial...
Senior
High net worth
For contractors
Remote work
The Well
Chandler, AZ
1 day ago
Senior Epic Professional and HB Consultant
$121k - $143k
...experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Senior EPIC Professional and Hospital Billing Consultant, you will have the ability to share new ideas and collaborate on projects as a consultant without the...
Senior
Local area
Deloitte
Gilbert, AZ
2 days ago
Sr Consultant, Cash Operations
...improvement efforts impacting payment operations.Role SummaryThe Senior Consultant, Cash Operations is responsible for the investigation,... ...causes.Ability to manage multiple priorities while maintaining a high level of accuracy and attention to detail.Effective...
Senior
Full time
H1b
Work at office
Worldwide
Flexible hours
Northern Trust
Tempe, AZ
5 days ago
Workday Adaptive, Configuration and Integration Solutions Senior Consultant
...business solutions Work you'll do As a Workday Adaptive Delivery Senior Consultant, Configuration and Integration Solutions on the Enterprise... ...and talent, as well as a center delivery model to provide high-quality, cost-effective service with standardized processes and...
Senior
Work at office
Local area
Relocation
Night shift
Deloitte
Gilbert, AZ
5 days ago
Cyber Identity - PAM/Non Human Identity Senior Consultant
$105.4k - $207.8k
Position Summary Non-Human Identity Senior ConsultantJoin Deloitte’s Cyber team to... ...area while delivering solutions in a high-demand cybersecurity market.Recruiting for... ...sponsorship may be available.Preferred:1+ year of consulting experienceExperience with at least 1 Non-...
Senior
Local area
Visa sponsorship
Deloitte
Gilbert, AZ
1 day ago
PAM(CyberArk, Beyond Trust and/or Delinea) Senior Consultant
$105.4k - $207.8k
...Recruiting for this role ends on 12/31/2026.Work you'll doAs a Senior Engineering Management Specialist on the Cyber team, you will be... ...immigration sponsorship may be available.Preferred:Previous consulting or Big 4 experienceCyberArk/Beyond Trust/Delinea certifications...
Senior
Local area
Visa sponsorship
Deloitte
Gilbert, AZ
1 day ago
Senior Principal Product Lead - Digital Footprint Control
...Gen Digital, a global leader in cyber safety, is seeking a Senior Principal Product Manager to guide the Digital Footprint Control portfolio, including Privacy Monitor Assistant, Reputation Defender, Avast One Breach Guard, Anti-Track, and Online Account Cleaner. You...
Senior
Jobleads-US
Tempe, AZ
2 days ago
Senior Portfolio Manager
...Services Company is looking for a Technology Business Systems Consultant - Technical Portfolio Management in Dallas, TX or Charlotte, NC or Minneapolis,... ...Demonstrated ability to influence and communicate with senior leadership and cross-functional teams. What You Will...
Senior
Long term contract
Contract work
Motion Recruitment
Chandler, AZ
4 days ago
Senior Lead Analytics Consultant
$139k - $239k
...advanced judgment to select practical, scalable approaches for highly complex monitoring and risk detection needs; fluently use AI-assisted... ....Provide technical leadership and expert guidance to senior leaders, analytics teams, and cross-functional partners while coordinating...
Senior
Full time
Work experience placement
Wells Fargo
Chandler, AZ
2 days ago
Client Support Specialist - Greater Phoenix, AZ Area (REMOTE)
...environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and... ...the client's financial success and partner with the Financial Consultant to further discuss with the client Collaborate with internal...
High net worth
Remote job
Full time
Fidelity Investments
Chandler, AZ
5 days ago
Senior Tax Manager
$160k - $220k
...Description Job Description Senior Tax Manager Construction Tax... ...Available Our client, a highly respected CPA and advisory firm... ..., and strategic business consulting. The firm has developed deep... ...Closely Held Businesses High-Net-Worth Individuals Multi-Entity...
Senior
High net worth
Long term contract
Contract work
For contractors
Remote work
Flexible hours
Wertz & Associates
Chandler, AZ
a month ago
Senior Wealth Strategist
$91.8k - $171k
...Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW)... ...within business/group. Demonstrates a consultative and collaborative value-added approach... ...and serves as a specialist resource to senior leaders and stakeholders. Applies expertise...
Senior
High net worth
Part time
Local area
Shift work
Bmo
Gilbert, AZ
4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior High-Net-Worth Portfolio Consultant. Be the first to apply!