Senior Private Wealth Planner Job at Edward Jones, Tempe, AZ

  • Edward Jones
  • Tempe, AZ

Job Description

Partner with financial advisors and subject matter experts to deliver personalized, holistic financial plans for high-net-worth clients. Lead client discovery, develop financial planning recommendations, coordinate implementation, and explain complex planning concepts in an actionable way. Drive team objectives, performance, and a high-quality client experience.

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