Senior Wealth Planner
Listed on 2026-10-20
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
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.
This position is for the Senior Wealth Planner role at Edward Jones.
We are seeking a motivated Senior Wealth Planner to join Edward Jones in Dallas, TX, United States.
Consider building your career as a Senior Wealth Planner at Edward Jones.
The Senior Wealth Planner position in the Finance, Other field is open for applications.
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