Associate Planner
2 months ago
Maybe the markets keep you up at night. Or your idea of a perfect day at the office is a deep dive into equity research. What you do every day helps people achieve and protect their financial goals. Position Schedule: Full-Time
Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you
Wealth Management Consultation is an area within Wealth Management Advice and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation through investment solutions. We collaborate across WMAS to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics. Our branch teams receive a comprehensive view of portfolio management and planning through analytics and visualizations, enabling them to deliver the wealth management services that our clients need.
The Associate Planner is responsible for leveraging the extensive resources of our home office to support our senior planner and financial advisors in serving HNW clients with complex needs. This position plays a critical role in providing capacity to the Lead Planners by helping serve HNW clients. You will be called upon as a financial planning subject matter expert, on the firm's full suite of financial planning tools, investment offerings and how they're leveraged to help clients define their financial goals and identify solutions to keep them on-track.
Partner with the Senior Planner, Financial Advisor, and high net worth team to deliver an end-to-end HNW client experience.
Partner with financial advisors and HNW clients to gain understanding of client's needs collect and document client goals and provide key inputs into creating the client's holistic financial plan.
Partner with the Senior Planner and subject matter experts on the HNW team (i.e., estate, tax, business owners, home office portfolio strategist. to create a holistic, customized financial plan for clients as well as aid in the creation and delivery of other client deliverables and recommendations.
Support the Senior Planner and HNW team in consolidating client recommendations, deliverables, and support the delivery of advice and financial planning strategies for complex HNW clients at the direction of the Senior Planner.
Serve as a resource and subject matter expert for holistic financial planning and support the creation of goals-based and financial planning recommendations for HNW clients with complex needs.
Contribute to department goals, projects, and initiatives to better serve HNW branch teams and clients.
Have a strong understanding of upcoming rules/regulations and impacts to their area of expertise and financial planning concepts.
Support the Senior Planner in delegating tasks and coordinating across the HNW team to meet the needs of our HNW clients and branch teams.
Understanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings.
Proficiency using financial planning software or tools and interpreting results.
Deep understanding of financial planning concepts and application
Work closely with Financial Advisors to build relationships with High Net Worth clients and prospects via strong financial planning guidance and support new business opportunities and deliver on established growth metrics.
*Internally this role is titled Senior Wealth Strategist
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
Bachelor's degree in Business, Finance, Accounting or Law.
~ Broad knowledge of branch teams and branch structure.
~ Ability to travel and maintain presence in target markets at least 20% of time
~ Financial Services experience
Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
At Edward Jones, we are building a place where everyone feels like they belong. Insights & Information Blog Postings about Edward Jones
Insights & Information Blog Postings about Edward Jones
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.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. View our Purpose, Inclusion and Citizenship Report.
1Fortune 500, published June 2023, data as of December 2022. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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