Senior Planner- High Net Worth

About the role

The Senior Planner position at Edward Jones is ideal for individuals with a strong background in financial planning and experience with complex financial planning concepts. The role involves serving as a conduit between the financial advisor, client, and home office stakeholders, delivering an unparalleled experience through an ongoing relationship.

Responsibilities

• Service as a conduit between the financial advisor, client, and home office stakeholders
• Deliver an end-to-end high net worth (HNW) client experience by partnering within and outside of the organization
• Engage in client goal discovery, formulate financial planning recommendations, and act as a fiduciary to the client's financial plan
• Develop and execute HNW team objectives, accountability measures, and drive team performance
• Lead strategy and guidance for presentations through various communication and presentation venues
• Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client-specific emphasis
• Provide strategic thought, people leadership, and execution

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 home office locations preferred

Skills

• Strong background in financial planning
• Proficiency using financial planning software or tools
• Ability to interpret financial planning results
• Excellent communication and interpersonal skills
• Ability to build and maintain relationships with clients and prospects

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)
• Comprehensive benefits package including paid holidays, vacation, sick time, personal days, and a paid day for volunteerism
• Profit sharing and bonuses
• Employee Assistance Program