Senior Planner- High Net Worth

About the position

At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.

Responsibilities

• Serve as the first point of contact for clients via phone and in-person.
• Build and maintain strong relationships with clients.
• Assist clients in identifying their financial needs and goals.
• Collaborate with financial advisors to provide exceptional client service.
• Manage administrative tasks to support the branch operations.

Requirements

• Strong relationship-building skills.
• Excellent problem-solving abilities.
• Critical thinking skills.

Nice-to-haves

• Experience in a client-facing role.
• Knowledge of financial services.

Benefits

• Full-Time position
• Opportunity for career growth
• Supportive team environment