Senior Wealth Tax Strategist High-Net-Worth Clients
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
Job Description & How to Apply Below
A leading financial services firm is seeking a Senior Wealth Strategist to support financial advisors in delivering high-quality financial planning services to high net worth clients. The role emphasizes tax planning expertise, communication, and collaboration to help clients achieve their financial goals. Ideal candidates possess over 9 years of experience and a Bachelor's degree in Finance or Business. This position offers a competitive compensation package and the chance to innovate within a supportive team environment.
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Position Requirements
10+ Years
work experience
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