Senior Planner- High Net Worth

About Us

Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re a privately-owned firm focused on improving the lives of our clients and colleagues, and bettering our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

Team Overview

The Edward Jones Generations™ team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to deliver ongoing client services, including holistic financial planning, tax and estate planning services via trusted third parties, plan implementation, and ongoing reporting and support. We’re looking for strategic thinkers and collaborators with a strong background in complex financial planning and a deep desire to put clients first.

Responsibilities

• Serve as a conduit between the financial advisor, client, and home office stakeholders to achieve the client’s objectives through an unparalleled experience via an ongoing relationship.
• Partner with Financial Advisors and lead a team of home office and third-party experts to deliver an end-to-end HNW client experience, including client goal discovery, formulating financial planning recommendations, and acting as a fiduciary to the client's financial plan.
• Develop and execute HNW team objectives, accountability measures, and drive team performance (feedback, training, and coaching) in support of department and firm objectives.
• Lead the strategy and guidance for presentations delivered through multiple communication channels, delivering customized solutions and plans by explaining complex concepts in an understandable and actionable manner.
• Act as an advanced subject matter expert in financial planning, discovery, and other client-specific areas, understanding broad market opportunities and translating them into strategic initiatives.
• Drive firm strategy, knowledge, and interpretation of rules and potential rule changes related to your area of expertise.
• Perform as a subject matter expert on advanced and evolving topics, tools, or client solutions for branches through webinars, field-based training, and content development.
• Provide strategic thought, people leadership, and execution, leading your team and collaborating with matrixed counterparts to deliver value to stakeholders.
• Build relationships with High Net Worth clients and prospects through strong financial planning guidance, supporting new business opportunities and growth metrics.

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 and 66 licenses required within 6 months of hire.
• Insurance license required within 6 months of hire.
• Travel required up to 20%.

Qualifications (Preferred)

• Series 24 license.
• Advanced degree: CPA, JD, CFA, or additional financial planning certification.

Candidates within a commutable distance from Tempe, AZ or St. Louis, MO home office locations are expected to work in the office four days per week.

Benefits

• Medical, prescription drug, dental, and vision coverage.
• Voluntary benefits (accident, hospital indemnity, critical illness).
• Short- and long-term disability, basic life, and basic AD&D coverage provided at no cost.
• 401k retirement plan, health savings account (HSA), and flexible spending account (FSA).
• 10 paid holidays, 15 days of vacation for new associates (beginning January 1 of each year), sick time, personal days, and a paid day for volunteerism.
• Eligibility for bonuses and profit sharing.
• Employee Assistance Program (EAP) available to all associates.