- 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...(APPS) required to meet our High Net Worth clients' wealth management and tax planning needs. You… 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 ... financial strategies to help clients reach their goals. **What You Will Do:** Senior Wealth Strategists partner with home office and third-party experts to… 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 ... well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide customized wealth … 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 ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth ...prospects, and COIs. * Keep abreast of legislative and tax changes. * Enhance existing relationships and reduce attrition… more
- Edward Jones (Tempe, AZ)
- …early due to the volume of applicants. We're seeking a Sr. Brand Content Strategist to lead omnichannel content strategies for our high net worth (HNW) investor ... a passion for storytelling, a deep understanding of premium wealth management services, and the ability to translate complex...with agencies and other firm stakeholders. * Partner with senior firm leaders and matrixed teams to bring our… more
- Edward Jones (Tempe, AZ)
- …could be a great opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) clients ... to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties,...and support. **What You Will Do:** The Private Banking Strategist role offers a unique opportunity to shape and… more