Senior Planner- High Net Worth

This job posting is anticipated to remain open for 30 days, from 02-Jan-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose:
We partner for positive impact to improve the lives of our clients and colleagues and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.¹

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the Edward Jones Generations™ team could be the right opportunity for you!

The Edward Jones Generations⁺ team provides an end‑to‑end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. We’re looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do.

The Senior Planner will serve as a conduit between the financial advisor, client and the home office stakeholders and is required to achieve the client’s objectives through an unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth team and other internal home office subject matter experts (i.e., tax, estate, investment management, business owner, executive compensation, insurance) and external subject matter experts to deliver a personalized holistic financial plan with tax and legal advice (via external relationships).

• Partner with Financial Advisors and lead the team of Home Office and third‑party experts to deliver an end‑to‑end HNW client experience by partnering within and outside of the organization. Includes but not limited to engaging in client goal discovery, formulating financial planning recommendations, and acting as fiduciary to the client’s financial plan.
• Develop and execute HNW team objectives, accountability measures and drive team performance (feedback, training & coaching) in support of department and firm objectives. Held accountable for business performance and client and branch experience measures.
• Lead the strategy and guidance for presentations to be delivered through multiple communication and/or presentation venues and channels; must be able to deliver customized solutions and plans by explaining and coaching on complex concepts in an understandable and actionable manner to home‑office associates, branches, and clients.
• Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client specific emphasis; understand broad market opportunities and how they translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas to meet the most complex needs.
• Act as a resource and drive, where appropriate, firm strategy, knowledge and interpretation of rules and potential rule changes as…