Senior Wealth Planner Job at Edward Jones, Dallas, TX

  • Edward Jones
  • Dallas, TX

Job Description

Edward Jones seeks a Senior Planner – Generations Private Wealth to design and deliver sophisticated, multi-generational wealth strategies for high-net-worth clients. In this role, you will lead comprehensive financial, retirement, tax-aware, and estate planning, partnering closely with financial advisors to translate complex goals into clear, actionable plans. You will analyze client data, model scenarios, and prepare client-ready presentations, while ensuring strict regulatory compliance. You’ll mentor junior planners, contribute to planning best practices, and support a collaborative, client-first culture with strong growth opportunities.

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