✦ Luna Orbit — Finance & Accounting

Wealth Strategist I, WMAS

at Jones Financial (Edward Jones)

📍 Tempe, AZ Hybrid Posted March 31, 2026
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Position Details

Type Full-Time
Experience entry
Exp. Years 5 years
Education Bachelor's degree required, a focus in business, finance, accounting or law preferred
Category Finance & Accounting

About this role

Provide administrative and wealth management support to Edward Jones financial advisors, focusing on goals-based financial planning and client service in a hybrid Tempe, AZ location.

Key Responsibilities

  • Support financial advisor in evaluating goals-based strategies for client needs
  • Deliver exceptional client service
  • Participate in annual business planning
  • Identify opportunities for additional services
  • Plan and execute branch marketing activities

Technical Overview

Non-IT role; involves financial planning software usage and Microsoft Office proficiency; knowledge of Core Wealth and banking concepts.

Ideal Candidate

The ideal candidate is an entry-level wealth strategist with a strong foundation in financial planning, holds Series 7, Series 66, and an insurance license (or is willing to obtain within 6 months), and demonstrates strong analytical, interpersonal, and communication skills to support financial advisors.

Must-Have Skills

Bachelor's degreeSeries 7Series 66Insurance license

Nice-to-Have Skills

CFPCFAfinancial planning software

Tools & Platforms

Microsoft OfficeFinancial planning softwareCore Wealth

Required Skills

Bachelor's degreeSeries 7Series 66Insurance licenseCFPCFAfinancial planning softwareMicrosoft OfficeCore Wealthanalytical skillsinterpersonal skillscommunication skillspresentation skillsstakeholder engagement

Hard Skills

Microsoft Officefinancial planning softwarefinancial planning toolsCore WealthBankingdata analysispresentation skillsanalytical skillsinterpersonal skills

Soft Skills

strong interpersonal skillsorganizational skillsstrong written and verbal communicationpresentation skillsadaptabilityresults-drivencritical thinkingsound judgmentstakeholder engagement

Certifications

Required

Series 7Series 66Insurance license

Preferred

CFPCFA

Industry & Role

Industry Banking
Job Function Provide administrative and wealth management support to financial advisors to help clients achieve long-term financial goals
Role Subtype Wealth management advisor support

Keywords for Your Resume

Wealth Strategist IWealth StrategistEdward JonesSeries 7Series 66Insurance licenseCFPCFABachelor's degreeFinancial planning softwareMicrosoft OfficeCore WealthBankingFinancial Advisor SupportGoals-based strategiesClient needsInterpersonal skillsCommunication skillsPresentation skillsAnalytical skillsStakeholder engagementHybridTempeAZ

Deal Breakers

Bachelor's degree not held, Series 7/66 or Insurance license not obtained within required timeframe

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