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Senior Generations Private Wealth Planner

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-10-20
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
Job Description & How to Apply Below

Edward Jones seeks a Senior Planner – Generations Private Wealth to design and deliver sophisticated, multi-generational wealth strategies for high-net-worth clients. You will lead comprehensive financial, retirement, tax-aware, and estate planning, partnering with financial advisors to translate complex goals into clear, actionable plans.

You will mentor junior planners, contribute to planning best practices, and support a collaborative, client-first culture with strong growth opportunities.

We are looking to fill the Senior Generations Private Wealth Planner position at Edward Jones in Dallas, TX, United States.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Senior Generations Private Wealth Planner role in the description above.

We appreciate your interest in this position.

Join Edward Jones and contribute to our ongoing work.

Position Requirements
10+ Years work experience
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