Senior Planner - High Net Worth Wealth Strategy Lead

Edward Jones; Dallas, Northern (TX, KY); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision insurance

401k retirement plan

Bonuses and profit sharing

Paid holidays and vacation

Job summary

Edward Jones is seeking a Senior Planner for its Generations team in Dallas, TX. You will partner with financial advisors and home-office resources to deliver holistic financial plans, including tax and estate considerations, for high-net-worth clients.

The role requires CFP designation, a Bachelor's degree, and 10+ years of experience, with Series 7/66 and insurance licenses within 6 months. Travel up to 20% and a Dallas hub work location are expected.

Qualifications

• CFP designation required.
• Bachelor's degree in business, Finance, Accounting or Law required.

Responsibilities

• Lead and coordinate with home office and external experts to deliver holistic financial plans for high-net-worth clients.
• Develop and communicate strategies to senior financial advisors and clients through multiple channels.
• Provide tax, estate, and investment planning guidance to meet client objectives.

Education

Certified Financial Planner (CFP) designation

Bachelor's degree in business, Finance, Accounting or Law

Job description

Edward Jones is seeking a Senior Planner for its Generations team in Dallas, TX. You will partner with financial advisors and home-office resources to deliver holistic financial plans, including tax and estate considerations, for high-net-worth clients.

The role requires CFP designation, a Bachelor's degree, and 10+ years of experience, with Series 7/66 and insurance licenses within 6 months. Travel up to 20% and a Dallas hub work location are expected.