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Senior HNW Estate Planner & Strategy Lead

Job in Grand Rapids, Kent County, Michigan, 49528, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-02-22
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A major financial services firm in Grand Rapids, MI, is looking for an experienced individual specializing in High Net Worth estate planning. You will work with financial advisors to deliver tailored client solutions, implement complex estate strategies, and maintain strong partnerships. The role requires an advanced degree and extensive experience in the financial services industry. A comprehensive compensation package including health benefits and a retirement plan is offered, designed to reward commitment and performance.
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Position Requirements
10+ Years work experience
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