Senior Planner - Generations Private Wealth
Employment type
Full-time
Work setting
On-site
Location
Dallas, TX
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Senior Planner - Generations Private Wealth is an onsite role based in Dallas, TX. Compensation is not specified for this position, which supports the Generations team at Edward Jones in providing holistic financial planning for high-net-worth clients. This role exists to serve as a conduit between financial advisors, clients, and home office experts. The planner delivers personalized financial plans and coordinates with internal and external subject matter experts to meet complex client objectives.
What you'll do
- Partner with financial advisors
- lead cross-functional teams
- formulate financial planning recommendations
- drive team performance
- act as a subject matter expert.
What we're looking for
- Skills & competencies
- full-timeday shiftdallas txedward jonessenior plannerhigh net worthfinancial planningwealth managementcfpcorporate
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, vision, disability, life insurance, 401k, tax-advantaged accounts, paid holidays, vacation, sick time, profit sharing.
Why this role
Requires CFP designation.
About the employer
Edward Jones is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 568b241e-fd94-40a1-baa5-1266aa07454c