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Financial Planning SME & Advisory Specialist
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-08-03
Listing for:
Edward Jones
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Edward Jones, a Fortune 500 financial services firm, seeks an Advising Specialist II in Tempe, AZ, to serve as a technical SME for Financial Planning and Advice & Guidance. You will work with branch teams and stakeholders to ensure high-quality planning capabilities and uphold the integrity of A&G across all systems and tools.
The role requires a Bachelor's degree and 3+ years of financial services experience, with Series 7/66 within 6 months and CFP preferred.
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