Associate Planner- Private Wealth

Edward Jones

About The Position

The Associate Planner supports the Edward Jones Generations® team in delivering end-to-end financial planning and services to high-net-worth (HNW) clients with complex needs. Working with Senior Planners, Financial Advisors, branch teams, and HNW subject matter experts, this role contributes to holistic, customized financial plans, client recommendations, and related deliverables. The Associate Planner serves as a subject matter expert on financial planning concepts, firm tools, and investment offerings, and supports advisors in helping clients define and work toward their financial goals. The position also helps coordinate work across the HNW team, supports branch teams in implementing firm offerings, and contributes to client relationships and new business opportunities. Travel is required up to 15%. Associates within commuting distance of the Tempe, Arizona or St. Louis, Missouri home offices, and/or those working within a Talent Capability and Generations Hub, are expected to work in the office four days per week.

Requirements

Certified Financial Planner (CFP) certification, or CFP in progress with completion required within nine months of starting the role.
Bachelor’s degree in Business, Finance, Accounting, or Law.
Series 7 and Series 66 licenses required within six months of hire.
Insurance license required within six months of hire.
At least seven years of industry-specific experience.
Client-facing experience.
Broad knowledge of branch teams and branch structure.
Ability to travel up to 15%.

Nice To Haves

Financial services experience.
Advanced degree.

Responsibilities

Partner with the Senior Planner, Financial Advisors, and the HNW team to deliver an end-to-end high-net-worth client experience.
Work with Financial Advisors and HNW clients to understand client needs, collect and document goals, and provide inputs to holistic financial plans.
Collaborate with the Senior Planner and HNW subject matter experts, including estate, tax, business-owner, and portfolio-strategy experts, to create customized financial plans and other client deliverables and recommendations.
Support the Senior Planner and HNW team in consolidating recommendations and deliverables and delivering advice and financial planning strategies for complex HNW clients under the Senior Planner’s direction.
Serve as a resource and subject matter expert in holistic financial planning, supporting goals-based and financial planning recommendations for clients with complex needs.
Contribute to department goals, projects, and initiatives that improve service to HNW branch teams and clients.
Stay informed about upcoming rules and regulations and their impact on the relevant area of expertise and financial planning concepts.
Support the Senior Planner in delegating tasks and coordinating across the HNW team to meet client and branch-team needs.
Understand Financial Advisor and Branch Team Support Member processes, including implementation of Core Wealth, Banking, and Financial Planning offerings.
Interpret and apply firm advice and guidance to help branch teams create tailored client solutions.
Use financial planning software or tools and interpret their results.
Work with Financial Advisors to build relationships with HNW clients and prospects through financial planning guidance, support new business opportunities, and deliver established growth metrics.

Benefits

Medical and prescription drug coverage
Dental insurance
Vision insurance
Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
Short- and long-term disability coverage
Basic life and basic AD&D coverage
401(k) retirement plan
Health savings account
Flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning January 1 of each year
Sick time
Personal days
Paid day for volunteerism
Potential eligibility for bonuses and profit sharing
Employee Assistance Program