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Senior Planner, High-Net-Worth Financial Planning
Remote / Online - Candidates ideally in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-08-04
Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for:
Edward Jones
Remote/Work from Home
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Edward Jones Generations team seeks a Senior Planner to coordinate wealth management with financial advisors and home office experts. You will craft holistic financial plans, including tax and estate guidance, for high net worth clients, while guiding strategy and collaboration across internal teams.
The role requires CFP designation, a finance/business degree, and a track record of senior client service. Must be willing to travel up to 20%.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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