Senior Financial Planning & Investments Oversight Lead
Listed on 2026-10-17
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Manager
Edward Jones is seeking an experienced Financial Planning Oversight Officer to join Generations®. This role provides expert-level oversight of fiduciary financial planning and discretionary investment management, ensuring alignment with client objectives and firm philosophy.
You will coach planners and collaborate with portfolio managers, tax and estate experts, and internal stakeholders. Ideally, candidates bring a CFP, bachelor’s degree, 6–10 years of experience, and Series 7/66/52 licenses
We are seeking a motivated Senior Financial Planning & Investments Oversight Lead to join Edward Jones in Tempe, AZ, United States.
Join us at Edward Jones as our next Senior Financial Planning & Investments Oversight Lead in Tempe, AZ, United States.
We are currently recruiting a Senior Financial Planning & Investments Oversight Lead for our team in Tempe, AZ, United States.
This is a genuine opening to take on the Senior Financial Planning & Investments Oversight Lead role at Edward Jones.
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