. In addition, the Senior Planner leverages the High Net Worth (HNW) team and other internal home office subject matter experts... Edward Jones High Net Worth team could be the right opportunity for you! Edward Jones has developed a new wealth management...
with high-net-worth clients and complex client relationships Education : Bachelors...) CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certification. Proven experience working...
with High Net Worth (HNW) clientele Active IAR registration and Series 65 license required Certified Financial Planner (CFP... relationships. The Registered Client Service Associate will play a key role in supporting senior advisors by preparing portfolio...