Senior Planner- Private Wealth

Edward Jones

11d

About The Position

The Senior Planner on Edward Jones Generations™ team serves as a conduit between financial advisors, clients, and home-office stakeholders. The role leads an end-to-end high-net-worth client experience by coordinating internal and external subject-matter experts and providing holistic financial planning, including tax and estate planning services through trusted third parties, plan implementation, and ongoing reporting and support. The Senior Planner works to achieve client objectives through an ongoing relationship and personalized financial plans that include tax and legal advice via external relationships. The role combines advanced financial-planning expertise with strategic thinking, client service, and direct and matrixed people leadership. The Senior Planner partners with financial advisors to build relationships with high-net-worth clients and prospects, support new business opportunities, and meet growth metrics. Candidates who live within commuting distance of the Tempe, Arizona, or St. Louis, Missouri home offices are expected to work in the office four days per week. Travel is required up to 20%.

Requirements

Certified Financial Planner (CFP) designation required.
Bachelor's degree in business, finance, accounting, or law required.
10 or more years of industry-specific experience required.
Series 7 and Series 66 licenses required within six months of hire.
Insurance license required within six months of hire.
Travel up to 20% is required.
Expert understanding of financial-planning topics, including goals planning, income planning, estate and tax planning, and protection.
Proficiency using financial-planning software or tools and interpreting results.
Strong financial-planning background and experience with complex financial-planning concepts.
Understanding of the financial advisor role and client service.

Nice To Haves

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

Responsibilities

Partner with financial advisors and lead home-office and third-party experts to deliver an end-to-end high-net-worth client experience.
Engage in client goal discovery, formulate financial-planning recommendations, and act as fiduciary to the client's financial plan.
Develop and execute high-net-worth team objectives and accountability measures, and drive team performance through feedback, training, and coaching.
Be accountable for business performance and client and branch experience measures.
Lead strategy and guidance for presentations across multiple communication and presentation channels; deliver customized solutions and explain complex concepts in an understandable and actionable manner to home-office associates, branches, and clients.
Serve as an advanced subject-matter expert in financial planning, discovery, and other client-specific areas; identify market opportunities and develop client-focused business-building ideas for complex needs.
Provide expertise and guidance on firm strategy, knowledge, interpretation of rules, and potential rule changes relevant to the area of expertise, and translate these into strategic initiatives.
Provide subject-matter expertise on evolving topics, tools, and client solutions to branches through webinars, field-based training meetings, content development, and formal training programs.
Provide strategic thought and people leadership, execute initiatives, and lead direct and matrixed cross-functional teams to deliver value to stakeholders.
Apply expert understanding of financial-planning topics, including goals, income, estate and tax planning, and protection.
Use financial-planning software or tools and interpret their results.
Work closely with financial advisors to build relationships with high-net-worth clients and prospects, provide financial-planning guidance and support new business opportunities, and deliver on 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, provided at no cost to associates.
Basic life and basic AD&D coverage, provided at no cost to associates.
401(k) retirement plan.
Health savings account.
Flexible spending account.
Ten paid holidays.
15 days of vacation for new associates beginning on January 1 of each year.
Sick time and personal days.
Paid day for volunteerism.
Associates may be eligible for bonuses and profit sharing.
Employee Assistance Program.