Senior Planner- High Net Worth

About the position

Join a financial services firm where your contributions are valued. 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 proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. The Senior Planner will serve as a conduit between the financial advisor, client and the home office stakeholders and is required to achieve the client's objectives through an unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team and other internal home office subject matter experts to deliver a personalized holistic financial plan with tax and legal advice.

Responsibilities

• Partner with Financial Advisors and lead the team of Home Office and third-party experts to deliver an end-to-end HNW client experience.
• Develop and execute HNW team objectives, accountability measures and drive team performance.
• Lead the strategy and guidance for presentations to be delivered through multiple communication and/or presentation venues and channels.
• Act as an advanced subject matter expert in Financial Planning and a broad range of other areas of client specific emphasis.
• Perform as a subject matter expert on the most advanced and ever evolving topics including tools or client solutions.
• Provide strategic thought, people leadership and an ability to execute.
• Expert understanding of financial planning topics - goals planning, income planning, estate and tax planning, protection.
• Proficiency using financial planning software or tools and interpreting results.
• Work closely with Financial Advisors to build relationships with High Net Worth clients and prospects.

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%.

Nice-to-haves

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

Benefits

• Medical and prescription drug coverage.
• Dental and vision insurance.
• Voluntary benefits (such as accident, hospital indemnity, and critical illness).
• Short- and long-term disability coverage.
• Basic life and basic AD&D coverage.
• 401k retirement plan.
• Health savings account and flexible spending account.
• Ten paid holidays.
• Fifteen days of vacation for new associates.
• Sick time, personal days, and a paid day for volunteerism.
• Bonuses and profit sharing.
• Employee Assistance Program.