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Senior Wealth Strategist: Complex Planning for HNW

Edward Jones

  • Tempe, AZ
  • 3 days ago

    Highlights

    You will leverage home office resources to define goals, identify solutions, and deliver goal‑driven advice within a team of experienced associates. Edward Jones seeks a Wealth Strategist II to support financial advisors and their clients with complex planning needs.

    Numbers & Facts

    LocationTempe, AZ
    IndustryFinancial Services
    Company Size10,000 employees or more
    Year Founded1922
    Websitehttp://careers.edwardjones.com/us/index.html

    Description

    Edward Jones seeks a Wealth Strategist II to support financial advisors and their clients with complex planning needs. You will leverage home office resources to define goals, identify solutions, and deliver goal‑driven advice within a team of experienced associates.Required are 7+ years in financial services, Series 7 & 66 within 6 months, an Insurance license within 6 months, and CFP process initiation within 6 months. Tempe, AZ area preferred; in‑office collaboration anticipated.#J-18808-Ljbffr

    About Company

    Edward Jones is unlike any other investment firm. We believe that everything from our client-focused guiding principles, business philosophy and model, 33,000+ dedicated associates, and our more than 10,000 branch offices throughout the U.S. and through our affiliates in Canada and the U.K make us unique. We are a leader in the financial services industry, yet we take a personal approach to business that starts with a face-to-face meeting between a Financial Advisor and an individual investor.

    Every aspect of our business – from the location of our offices to the investments and services we offer – is aligned to help us better understand and meet our clients' unique needs. We strive to best serve our clients while providing our associates with the tools and resources they need to achieve more in their careers and lives. As the largest financial services firm to maintain a partnership structure, everyone feels a shared sense of purpose and accomplishment, and all full-time associates (whether they work at our headquarters or a branch office) have the opportunity to earn ownership in the firm. Edward Jones has been named to FORTUNE magazine's "100 Best Companies to Work For" list nine times with six top 10 finishes, including the No.4 ranking in 2008.

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