Associate Planner, High Net Worth Team

Edward JonesScottsdale, AZ
420d$113,810 - $193,785

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About The Position

The Associate Planner for the High Net Worth Team at Edward Jones plays a crucial role in the wealth management process by supporting senior planners and financial advisors in delivering personalized financial planning services to high net worth clients. This position requires a strategic thinker with a strong background in financial planning and a deep understanding of complex financial concepts. The Associate Planner will leverage the firm's resources to create customized financial plans, collaborate with various experts, and contribute to the overall client experience, ensuring that clients achieve and protect their financial goals.

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