Senior Planner, High Net Worth Private Wealth
Edward Jones HQ
Edward Jones Generations team in Dallas seeks a Senior Planner to partner with financial advisors, clients, and home-office experts to deliver comprehensive, personalized financial plans. You will coordinate tax and estate considerations and use your advanced planning knowledge with external specialists to meet client goals. You will lead cross-functional teams, mentor colleagues, and guide strategy while ensuring fiduciary guidance and exceptional client experiences. #J-18808-Ljbffr Edward Jones
Vacancy posted 4 days ago
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