Edward Jones seeks a Senior Planner – Generations Private Wealth to design and deliver sophisticated, multi-generational wealth strategies for high-net-worth clients. In this role, you will lead comprehensive financial, retirement, tax-aware, and estate planning, partnering closely with financial advisors to translate complex goals into clear, actionable plans. You will analyze client data, model scenarios, and prepare client-ready presentations, while ensuring strict regulatory compliance.
You’ll mentor junior planners, contribute to planning best practices, and support a collaborative, client-first culture with strong growth opportunities.
Senior Wealth Planner in dallas at Unknown Company
This position is listed as full time and onsite.