Associate Planner, High Net Worth Team
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About The Position
At Edward Jones, the Associate Planner plays a pivotal role within the High Net Worth (HNW) team, focusing on delivering exceptional wealth management consultation services. This position is designed for individuals who are passionate about financial planning and have a strong background in complex financial concepts. The Associate Planner will work closely with Senior Planners and Financial Advisors to provide comprehensive support to HNW clients, ensuring that their financial goals are met through personalized advice and strategic planning. The role emphasizes collaboration across various teams within Wealth Management Advice and Solutions (WMAS), allowing for a holistic approach to client service. The Associate Planner will leverage the extensive resources available at Edward Jones to assist in the creation of customized financial plans that address the unique needs of HNW clients. This includes gathering and documenting client goals, collaborating with subject matter experts in areas such as estate planning and tax strategies, and supporting the delivery of financial planning strategies. The position requires a deep understanding of financial planning tools and the ability to interpret complex financial data to provide actionable insights. In addition to client-facing responsibilities, the Associate Planner will contribute to departmental goals and initiatives aimed at enhancing the overall client experience. This role is not only about providing financial advice but also about building lasting relationships with clients and ensuring their financial well-being. The work environment at Edward Jones promotes flexibility and recognizes the importance of work-life balance, making it an ideal place for professionals looking to make a meaningful impact in the financial services industry.
