Senior Planner- High Net Worth

About the role

The Senior Planner position is part of the Edward Jones Generations™ team, which provides comprehensive financial planning and services to high net worth clients. This role requires a strong background in financial planning and a commitment to delivering personalized, holistic financial plans.

Responsibilities

• Serve as a conduit between the financial advisor, client, and home office stakeholders to achieve client objectives.
• Leverage the team and external experts to deliver a personalized financial plan with tax and legal advice.
• Partner with financial advisors to lead the team in delivering an end-to-end high net worth client experience.
• Engage in client goal discovery, formulate financial planning recommendations, and act as a fiduciary to the client's financial plan.
• Develop and execute team objectives, accountability measures, and drive team performance.
• Lead strategy and presentations to multiple communication and presentation venues, delivering customized solutions and plans.
• Act as an advanced subject matter expert in financial planning, discovery, and other areas of client-specific emphasis.
• Provide strategic thought, leadership, and execution, leading a cross-functional team of Edward Jones associates.

Requirements

• Certified Financial Planner (CFP) designation required.
• Bachelor's degree in business, finance, accounting, or law required.
• 10+ years of industry-specific experience required.
• Series 7, 66 licenses required within 6 months of hire.
• Insurance license required within 6 months of hire.
• Travel required up to 20%.

Qualifications

• Advanced degree (CPA, JD, CFA, or additional financial planning certification) preferred.
• Experience living within a commutable distance from Tempe, AZ or St. Louis, MO preferred.

Skills

• Strong background in financial planning and complex financial planning concepts.
• Proficiency in financial planning software or tools and interpreting results.
• Ability to explain and coach on complex concepts in an understandable and actionable manner.
• Expert understanding of financial planning topics, including goals planning, income planning, estate and tax planning, protection, etc.
• Ability to perform as a subject matter expert on advanced and evolving topics.
• Experience in content development and formal training programs.

Benefits

• Medical and prescription drug coverage.
• Dental and vision coverage.
• Voluntary benefits (accident, hospital indemnity, critical illness).
• Short- and long-term disability coverage.
• Basic life and AD&D coverage.
• 401(k) retirement plan.
• Tax-advantaged accounts (health savings account, flexible spending account).
• 15 days of vacation for new associates.
• Short- and long-term disability, basic life, and basic AD&D coverage provided at no cost.
• Employee Assistance Program.