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Financial Consultant Financial Advisor

Senior Wealth Strategist: Estate Planning & Client Strategy

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking an experienced Senior Wealth Strategist in Tempe, AZ to develop goals-based strategies for high-value clients with complex financial needs. In this role, you will partner with financial advisors and serve as a subject-matter expert in financial planning tools. The ideal candidate should have a Bachelor's degree, 9+ years in financial services, and relevant certifications.

This hybrid role allows for a flexible work environment while maintaining strong collaboration with branch teams.
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Position Requirements
10+ Years work experience
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