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Financial Advisor Financial Consultant Financial Services

Senior Private Wealth Portfolio Strategist

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Financial Consultant to provide personalized consultative support throughout the client journey. This role emphasizes delivering tailored investment advice and solutions for high-net-worth clients while collaborating closely with financial advisors. Candidates should have a Bachelor's degree, significant experience in financial services, and relevant certifications. Expect a strong focus on client impact and partnership within the firm.
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Position Requirements
10+ Years work experience
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