Senior Planner- High Net Worth

About the role

The Senior Planner at Edward Jones is a key member of the High Net Worth team, responsible for delivering a comprehensive financial planning experience to clients. This role requires a strong background in financial planning, experience with complex financial planning concepts, and a commitment to putting clients first.

Responsibilities

• Serve as a conduit between the financial advisor, client, and home office stakeholders to achieve client objectives.
• Leverage the High Net Worth team and external subject matter experts to deliver a personalized holistic financial plan with tax and legal advice.
• Partner with Financial Advisors to lead the team of Home Office and third-party experts to deliver an end-to-end HNW 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 HNW team objectives, accountability measures, and drive team performance.
• Lead strategy and guidance for presentations and customized solutions to home-office associates, branches, and clients.
• Act as an advanced subject matter expert in Financial Planning, Discovery, and 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 working within a Talent Capability or Generations Hub, with a minimum of four in-office days per week, except for business offsite.

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 to associates.
• Paid holidays and personal days.
• Profit sharing and bonuses.
• Employee Assistance Program.

Company Information

Edward Jones is a Fortune 500 company dedicated to improving the lives of clients and colleagues. The firm is known for its innovative approach, flexibility, and inclusivity, focusing on partnerships for positive impact.

Learn more about Edward Jones' recognition and achievements:

• Insights & Information Blog Postings about Edward Jones

Edward Jones is committed to creating a diverse and inclusive workplace. Learn more about our Equal Opportunity and Affirmative Action policy:

• Equal Opportunity and Affirmative Action Policy

For more information on Edward Jones' benefits, visit our benefits page.