Senior Estate Planner High-Net-Worth Clients
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-10-08
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Finance & Banking
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Real Estate/Property
Edward Jones seeks a Senior Estate Strategist to craft complex estate plans for high‑net‑worth clients, aligning lawyers, tax advisors and Edward Jones teams with client goals. You will translate intricate estate strategies into actionable client guidance.
The role emphasizes collaboration across WMAS and home office partners in Tempe, AZ and St. Louis, MO, with travel to target markets. A JD/CFP and extensive financial services experience are highly preferred.
Are you ready to take on the Senior Estate Planner for High-Net-Worth Clients role at Edward Jones?
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 Estate Planner for High-Net-Worth Clients role in the description above.
We appreciate your interest in this position.
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