✦ Luna Orbit — Finance & Accounting

Senior Wealth Strategist- High Net Worth

at Jones Financial (Edward Jones)

📍 Tempe, AZ Hybrid Posted April 02, 2026
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Position Details

Type Full-Time
Experience senior
Exp. Years 9+ years
Education Bachelor's degree in Business, Finance, Accounting, or Law required.
Category Finance & Accounting

About this role

Senior Wealth Strategist focusing on holistic planning for high net worth clients within Edward Jones Generations Consulting; partners with advisors and internal/external experts to deliver customized financial strategies.

Key Responsibilities

  • Serve as a subject matter expert for complex cases requiring deep financial planning expertise
  • Communicate with financial advisors and clients to understand needs and build planning relationships
  • Partner with internal and external experts to deliver high-quality holistic plans
  • Stay abreast of planning concepts, market trends, regulatory changes
  • Lead initiatives to improve planning processes, tools, and guidance for HNW clients

Technical Overview

Focus on financial planning concepts, estate planning, portfolio strategy, tax considerations, and use of financial planning tools to create tailored client plans for HNW individuals.

Ideal Candidate

The ideal candidate is a senior wealth strategist with 9+ years in financial services, CFP designation, and Series 7/66, who can lead complex holistic planning for high net worth clients and partner with Edward Jones advisory teams.

Must-Have Skills

9+ years in financial servicesCFP designationSeries 7Series 66Insurance licenseBachelor's degree in Business/Finance/Accounting/Law

Nice-to-Have Skills

MBAJD or advanced degreeExperience with high net worth clientsTax planning expertiseEstate planning expertise

Tools & Platforms

Financial planning software

Required Skills

9+ years in financial servicesCFP designationSeries 7Series 66Insurance licenseBachelor's degree in Business/Finance/Accounting/Lawfinancial planningestate planningtax planningplanning conceptsclient relationships

Hard Skills

Financial planningEstate planningGoal-based planningPortfolio strategyTax planningProficiency with financial planning softwareCFP designationSeries 7Series 66Insurance license

Soft Skills

CommunicationCollaborationStrategic thinkingPresentation skillsRelationship-buildingAnalytical thinking

Certifications

Required

FINRA Series 7FINRA Series 66Certified Financial Planner (CFP) designationInsurance license

Preferred

MBA (preferred)CFA (preferred)CPA (preferred)

Industry & Role

Industry Banking
Job Function Lead high-net-worth financial planning and estate planning initiatives as part of Generations Consulting to support Edward Jones financial advisors and clients

Keywords for Your Resume

senior wealth strategisthigh net worthfinancial planningestate planningCFPSeries 7Series 66insurance licenseJuris DoctorateJDBachelor's degreeAPPSholistic planningwealth managementplanning softwareestate planning experthome office collaborationregulatory changestax considerationsclient relationshipsEdward JonesTempehybrid

Deal Breakers

9+ years financial services experience, Series 7 and Series 66 within 6 months, Insurance license within 6 months, CFP designation, Bachelor's degree in Business/Finance/Accounting/Law

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