Senior Wealth Planner - High‑ Net‑worth Client Focus
Edward Jones
Edward Jones is seeking a subject-matter expert to deliver client-centered wealth planning for high-net-worth clients. You will coordinate with internal specialists and external advisors to build integrated plans that reflect clients' values and goals.You will tailor investment portfolios to achieve long-term objectives and work as a strong, collaborative team member. The role emphasizes comprehensive planning across retirement, cash flow, taxes, estate planning, and protection, with a focus on
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Vacancy posted 2 hours ago
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