Senior Financial Planning Consultant
14 hours ago
Are you passionate about helping individuals achieve their financial goals? Do you have a strong background in financial planning and a desire to serve as a trusted advisor to high net worth clients?
We are seeking a Senior Travel Planner to join our team at Edward Jones. As a Senior Planner, you will serve as a conduit between financial advisors, clients, and home office stakeholders, working to achieve client objectives through an unparalleled experience.
Key Responsibilities
* Partner with financial advisors to deliver an end-to-end high net worth client experience
* Lead a team of home office and third-party experts to develop and execute high net worth team objectives
* Develop and execute customized solutions and plans for clients
Requirements
* Bachelor's degree in business, finance, accounting, or law
* Travel required up to 30%
* CPA, JD, CFA, or additional financial planning certification
What We Offer
* Competitive salary and benefits package
* Opportunities for professional growth and development
* Collaborative and inclusive work environment
About Us
Edward Jones is a Fortune 500 company where people come first. 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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