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Senior Planner, High Net Worth Team

1 month ago

Tempe AZ, United States Edward Jones Full time
Your passion. Our purpose. This could be powerful.

Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

Job Overview

Position Schedule: Full-Time

Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? 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 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 (i.e.- tax, estate, investment management, business owner, executive compensation, insurance) and external subject matter experts to deliver a personalized holistic financial plan with tax and legal advice (via external relationships).
What you'll do:
  • Partner with Financial Advisors and lead the team of Home Office and third-party experts to deliver an end-to-end HNW client experience by partnering within and outside of the organization. Includes but not limited to engaging in client goal discovery, formulating financial planning recommendations, act as fiduciary to the client's financial plan.
  • Develop and execute HNW team objectives, accountability measures and drive team performance (feedback, training & coaching) in support of department and firm objectives. Held accountable for business performance and client and branch experience measures.
  • Lead the strategy and guidance for presentations to be delivered through multiple communication and/or presentation venues and channels; must be able to deliver customized solutions and plans by explaining and coaching on complex concepts in an understandable and actionable manner to home-office associates, branches, and clients.
  • Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client specific emphasis, understand broad market opportunities and how they translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas to meet the most complex needs.
  • Act as a resource and drive, where appropriate, firm strategy, knowledge and interpretation of rules, and potential rule changes as it relates to area of expertise and translates to strategic initiatives within various business areas.
  • Perform as a subject matter expert on the most advanced and ever evolving topics including tools or client solutions to our branches through the various channels available within the department such as webinars and field-based training meetings. This may also include providing expertise for content development and acting as a subject matter expert for formal training programs lead by the training division.
  • Provide strategic thought, people leadership and an ability to execute. The candidate in this role achieves success by leading his/her own team and through others, cultivating a top-quality team of EJ working as "one team" with matrixed counterparts to deliver value to stakeholders. 'Responsible for direct and matrixed leadership of Edward Jones high net worth cross functional team.
  • Expert understanding of financial planning topics - goals planning, income planning, estate and tax planning, protection, etc.
  • Proficiency using financial planning software or tools and interpreting results.
  • Business Development-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.

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. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. 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:

Hiring Minimum: $136571
Hiring Maximum: $232541

Skills/Requirements

What you'll need:
  • Bachelor's degree in business, Finance, Accounting or Law.
  • Series 7, 66, and 24 required.
  • Minimum of 10 years industry specific experience.
  • Insurance license required 6 months of hire.
  • Travel required up to 30%.
  • CFP® required
What will set you apart:
  • Advanced degree; CPA, JD, CFA or additional financial planning certification.

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

About Us

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.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.

View our Purpose, Inclusion and Citizenship Report.

1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

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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