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Senior Wealth Strategist: Goal- Planning & Insurance
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, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm located in Arizona is seeking a highly experienced professional to develop goal-based strategies for clients with complex needs. The candidate will partner with Financial Advisors to enhance the delivery of comprehensive financial plans and will need a Bachelor’s degree in relevant fields along with advanced certifications. A strong background in financial planning and excellent communication skills are essential for creating exceptional client experiences.
This role offers benefits such as a 401k retirement plan and flexible spending accounts.
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Position Requirements
10+ Years
work experience
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