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Senior Wealth Strategist — HNW Estate & Planning Expert

  • Job type Posted on: Jul 13, 2026
  • Experience level Edward Jones
  • Employment type Dallas, Texas
  • Employment type Onsite
  • Salary Full-time
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Job Title :

Senior Wealth Strategist — HNW Estate & Planning Expert

Job Type :

Full-time

Job Location :

Dallas Texas United States

Remote :

No

Jobcon Logo Job Description :

View Full Description
Edward Jones is seeking a Senior Wealth Strategist within Generations Consulting, a team in Private Wealth. You will partner with home office and third‑party experts to deliver the firm's APPS for high net worth clients, focusing on wealth management, estate planning, and tailored financial strategies. Candidates should have 9+ years of financial services experience, CFP (or in progress), Series 7/66, insurance license soon after hire, and a relevant Bachelor's degree. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Jul 13, 2026

Reference Number:

14660_BA24CB9575F766A0B1E6EA47E4E7ECF0

Employment:

Full-time

Salary:

Not Available

City:

Dallas

Job Origin:

APPCAST_CPC

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Edward Jones is seeking a Senior Wealth Strategist within Generations Consulting, a team in Private Wealth. You will partner with home office and third‑party experts to deliver the firm's APPS for high net worth clients, focusing on wealth management, estate planning, and tailored financial strategies. Candidates should have 9+ years of financial services experience, CFP (or in progress), Series 7/66, insurance license soon after hire, and a relevant Bachelor's degree. #J-18808-Ljbffr

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