Edward Jones-posted about 1 year ago
$136,571 - $232,541/Yr
Full-time • Senior
Scottsdale, AZ
10,001+ employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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The Senior Planner at Edward Jones plays a crucial role in the wealth management process, focusing on delivering personalized financial planning services to high net worth clients. This position involves collaborating with financial advisors and internal/external experts to create comprehensive financial plans that meet clients' complex needs. The Senior Planner is responsible for leading a cross-functional team, ensuring exceptional client experiences, and driving business performance through strategic thought and people leadership.
