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Team Overview: The Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our High Net Worth strategy and team, in collaboration with internal/external stakeholders, that enable the firm's evolution to deliver ongoing financial planning and asset management services.

Edward D Jones & Co LP

Senior Tax Strategist - High Net Worth

Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.

Registered Branch Associate

Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: Medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, Voluntary Benefits (such as accident, hospital indemnity, and critical illness), Well-being programs (such as the Employee Assistance Program), and. What You'll Do: For 10 weeks, you will be working in a hybrid environment where you'll experience our unique culture and interact with our seasoned leadership team while doing challenging and meaningful work.

Edward Jones Graduate Summer Internship - Tempe

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. The role focuses on delivering scalable software solutions, improving product functionality, and maintaining application reliability through continuous improvement and production support.

Engineer III- Technology

Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

Branch Office Administrator

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Embrace the Morgan Stanley core value of "Putting Clients First" by listening to client needs; understanding the loan transaction; managing expectations; and providing transparent client/partner communication and timely updates throughout the overall mortgage loan process.

Morgan Stanley

Mortgage Specialist

The Branch Real Estate Construction Specialist, Enterprise Workplace Services plays a critical role in delivering construction projects that support Edward Jones' branch network and growth strategy. As a trusted advisor and subject matter expert, the Construction Specialist drives continuous improvement, manages vendor performance, and influences decisions that enhance the firm's real estate portfolio and branch experience.

Branch Real Estate Construction Specialist II

The team analyzes voice, chat, case, routing, virtual agent, and agent performance data to identify opportunities to improve service experiences, reduce effort, optimize routing, increase self-service containment, and determine the most appropriate interactions for virtual agents versus human-assisted service. The team leverages NiCE CXone Empower, NIA (NiCE Interaction Analytics), Speech Analytics, Quality Management, Performance Management, Salesforce, ServiceNow, and related platforms to improve client, branch, and contact center experiences.

Team Leader - Voice Analytics

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We provide individuals, families, businesses, and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.

UHNW Senior Mortgage Consultant

The Edward Jones Generations team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. What You Will Do: Associate Tax Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW clients with complex needs in the following ways: Serve as a tax planning expert in partnership with the Senior Tax Strategists to uncover, understand, and articulate tax planning needs.

Associate Tax Strategist- High Net Worth

Job Description/Position Responsibilities: Serve as the primary point of contact and Subject Matter Expert for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers using a variety of communication types, including verbal (preferred) and written, in order to: Provide consultation and advise Morgan Stanley on the credit risk of high-net-worth clients (i.e., high loan amounts and complex income, asset, and vesting scenarios) and the appropriate/available products and pricing to meet the clients' needs. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

YEAR

Mortgage Banker

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Team Overview: The Edward Jones Generations team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our High Net Worth strategy and team, in collaboration with internal/external stakeholders, that enable the firm's evolution to deliver ongoing financial planning and asset management services.

Senior Estate Strategist- Private Wealth

The Edward Jones Generations team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. What You Will Do: Associate Estate Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW clients with complex needs in the following ways: Serve as an estate planning expert in partnership with the Senior Estate Strategists to uncover, understand, and articulate client estate and legacy goals.

Associate Estate Strategist- High Net Worth

What You Will Do: Independently and consistently provide the right level of consultative support across the client journey based on the client's unique situation and most important needs across our various service models - from the creation of tailored investment advice and strategies to the portfolio analysis, construction, and implementation needed to bring a financial plan to life - to drive impactful client outcomes and world-class experiences. Support financial advisors and clients with the highly complex investment portfolio scenarios to deliver comprehensive, hyper-personalized, and tax-efficient portfolio construction solutions and asset transition advice (i.e., asset allocation, tax minimization, optimal investments, multi-year strategy), in alignment with firm advice and guidance.

Senior Portfolio Consultant- High Net Worth Consultation

In this role, you will be responsible for activities related to the management and administration of financial advisors' commissions payments which will include working with internal stakeholders and fund companies to resolve complex commission problems and processing commission payments. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

HOUR

LPL Financial Services

Associate Analyst, Client Compensation

Informally lead the strategy, design, and execution of learning and performance initiatives (including creation of high-performance learning journeys) as a member of a cross-functional team, facilitating a learner-centered creative design process, conducting learner research, co-creating with end-users, prototyping learning experiences that achieve performance outcomes, and ensuring first-time quality at speed and scale. What You'll Do: Establish trusted partnerships as a consultant to business leaders throughout the organization, employing diplomacy, objectivity, and learning sciences to create targeted learning interventions by translating business outcomes and strategy into performance outcomes, moments that matter applications, and learning objectives.

Learning Performance Consultant, Human Resources

Overview: The Partnership Strategy & Accounting area within the Finance Division collaborates across the firm to design and deliver partnership models that support the firm's goal of being the premier destination for financial advisors to start, grow, optimize, and pass on a practice. The Partner Compensation Modeling Leader provides strategic direction, people leadership, and delivery oversight for a team of four Strategy Analysts performing advanced compensation modeling and financial analysis.

Partner Compensation Modeling Leader

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Design innovative, learner-centered solutions using research, collaboration, prototyping, and emerging technologies, including AI, to drive capability building and behavioral change.

Learning Experience Designer I, Human Resources

Experience with Factor analysis, Conjoint analysis, Times series analysis, Principal component analysis, Multidimensional scaling, Cluster analysis, Propensity scoring, Advanced research design. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

Lead Applied Stat Analyst

As part of the AI, Data, and Emerging Technology Lab within Edward Jones (EJ Labs), you'll help shape how AI is applied across the firm-building reusable products and platforms that power enterprise decision-making. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

Financial Advisor Jobs in Scottsdale, AZ

Senior Tax Strategist - High Net Worth Edward D Jones & Co LP

Registered Branch Associate Edward D Jones & Co LP

Edward Jones Graduate Summer Internship - Tempe Edward D Jones & Co LP

Engineer III- Technology Edward D Jones & Co LP

Branch Office Administrator Edward D Jones & Co LP

Mortgage Specialist Morgan Stanley

Branch Real Estate Construction Specialist II Edward D Jones & Co LP

Team Leader - Voice Analytics Edward D Jones & Co LP

UHNW Senior Mortgage Consultant Morgan Stanley

Associate Tax Strategist- High Net Worth Edward D Jones & Co LP

Mortgage Banker Morgan Stanley

Senior Estate Strategist- Private Wealth Edward D Jones & Co LP

Associate Estate Strategist- High Net Worth Edward D Jones & Co LP

Senior Portfolio Consultant- High Net Worth Consultation Edward D Jones & Co LP

Associate Analyst, Client Compensation LPL Financial Services

Learning Performance Consultant, Human Resources Edward D Jones & Co LP

Partner Compensation Modeling Leader Edward D Jones & Co LP

Learning Experience Designer I, Human Resources Edward D Jones & Co LP

Lead Applied Stat Analyst Edward D Jones & Co LP

Senior AI Scientist Edward D Jones & Co LP

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