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Net‑Worth Estate Strategy Lead
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-01-27
Listing for:
Edward Jones
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking an Estate Planner to support high-net-worth clients from their Tempe, AZ office. You will work closely with senior strategists to deliver tailored estate solutions and tackle complex financial planning needs. The ideal candidate has extensive experience in financial services, holds a relevant bachelor's and advanced degree, and excels in client communication. The position offers a hybrid work model with in-office requirements, ensuring flexibility and collaboration.
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