Senior Wealth Strategist HNW Tax & Planning
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-03-01
Listing for:
Edward Jones
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a Senior Wealth Strategist to deliver expert tax planning and financial strategies for High Net Worth clients. This role involves collaborating with financial advisors to understand client needs and applying complex financial planning knowledge. The ideal candidate has a background in financial services and is proficient in various investment strategies. This is an excellent opportunity to join a supportive team focused on personal and professional growth.
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Position Requirements
10+ Years
work experience
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