Senior Financial Planning Lead, High Net Worth
Edward Jones
Edward Jones Generations is seeking a Senior Planner to partner with financial advisors and the Home Office to deliver holistic financial plans for high net worth clients. You will coordinate across tax, estate, investment, and insurance experts to meet client objectives and drive ongoing client relationships. The role requires CFP certification, a bachelor's degree in business/finance/law, and 10+ years of industry experience, plus Series 7/66 licenses and an insurance license within 6 months. #J-18808-Ljbffr Edward Jones
Vacancy posted 2 days ago
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