- Edward Jones (Tempe, AZ)
- …experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you! Private ... help clients reach their goals. **What You Will Do:** Senior Wealth Strategists partner with home office...financial planning needs as it relates to owning their business . You will be called upon as a subject… more
- Wells Fargo (Phoenix, AZ)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as ... stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer… more
- Edward Jones (Tempe, AZ)
- …experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you! Private ... help clients reach their goals. **What You Will Do:** Senior Wealth Strategists partner with home office...in complex tax highly preferred + Bachelor's degree in business , Finance, Accounting or Law required + Ability to… more
- City National Bank (Phoenix, AZ)
- …Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues ... Taxation, Philanthropy, and Asset Protection, with an emphasis on business owner wealth and succession planning. *WHAT...*WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth … more