Senior Financial Planner

13 hours ago


St Louis, Missouri, United States Edward Jones Full time
Senior Travel Planner Role

We are seeking a highly skilled Senior Travel Planner to join our team at Edward Jones. As a Senior Travel Planner, you will play a critical role in helping our clients achieve their financial goals and protect their wealth.

Key Responsibilities:
  • Partner with Financial Advisors to deliver personalized financial planning services to High Net Worth clients
  • Develop and execute comprehensive financial plans that address clients' complex financial needs
  • Collaborate with internal and external subject matter experts to provide holistic financial planning solutions
  • Lead a team of Home Office and third-party experts to deliver an exceptional client experience
  • Develop and execute business development strategies to drive growth and revenue
Requirements:
  • Bachelor's degree in business, finance, accounting, or law
  • Travel required up to 30%
  • CPA, JD, CFA, or additional financial planning certification
About Edward Jones:

We are a Fortune 500 company that values and respects our associates and their contributions. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being.

We are committed to building a place where everyone feels like they belong. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.



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