The Edward Jones Generations® 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. This role reviews and evaluates financial plans, portfolio strategies, asset allocations, and policy exceptions, exercising independent judgment and delegated authority to mitigate firm risk and support performance outcomes.