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Job description
Edward Jones in Tempe, AZ is seeking an experienced Private Wealth Investment Consultant to provide tailored investment planning and portfolio strategies for high-net-worth clients. You will collaborate with financial advisors, craft tax-efficient solutions, and guide asset allocation decisions across complex portfolios.
Qualified candidates have a CFA or progress toward, FINRA 7/66, 10+ years in financial services, and a strong track record in portfolio construction.
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Worksite address
tempe, AZ, 85285, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.