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Remote Senior Planner, High Net Worth Advisory

Remote / Online - Candidates ideally in
Grand Rapids, Kent County, Michigan, 49528, USA
Listing for: Edward Jones
Remote/Work from Home position
Listed on 2026-02-11
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Senior Planner to deliver holistic financial planning for high net worth clients. The role involves collaboration with Financial Advisors and various experts to provide personalized advice. The ideal candidate will have a CFP designation, extensive experience in financial planning, and a commitment to client success. Remote work is possible, with occasional travel to Grand Rapids, MI required.

Competitive compensation and benefits are offered, including generous vacation and retirement options.
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Position Requirements
10+ Years work experience
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