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Senior Wealth Strategist
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Full-time
- Edward Jones is a Fortune 500¹ company where people come first.
- Mastery of financial planning, investment strategies, tax planning, and estate planning.
- Extensive experience dealing with high net worth clients and addressing their complex financial needs.
- Understanding of Financial Advisor/ and Branch Team Support member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings.
- Professional designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFP), CPA, or Juris Doctorate Degree.
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