Senior Director, Financial Planning
Found in: Careerbuilder One Red US C2 - 2 weeks ago
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.
As the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning experience. This role will provide thought leadership and strategic development in areas that can include defining our finanical planninng standards, processes, best practices, policies, and supervision.
Responsibility Summary :
- Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience.
- Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance.
- Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements).
- Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to:
- manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address.
- approve and drive execution of business plans that align with firm strategic direction
- ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls.
- provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience
- regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders)
- Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning.
- Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning.
- Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.)
- Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm.
- Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development.
Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.).
Series 7, 66 required within 12 months of hire.
Advanced degree and CFP (Certified Financial Planner) required.
Additional wealth management, financial planning designations, CPA, Attorney- desired
Broad client-facing planning application experience required (providing planning directly to clients)
Understanding of application in specialized and complex areas of financial planning (i.e., tax, estate, health care strategies)
Years of Experience:
15+ years of relevant financial services experience with 10+ years of financial planning experience strongly preferred. Leadership experience required.
Functional Knowledge:
• Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent.
• Strong drive with ability to get results with and through others in positive manner.
• Proficiency in financial planning technology (MoneyGuide Pro, eMoney, etc.)
• Exceptional emotional intelligence, technical aptitude, and analytical skills
• Highly collaborative and intellectually curious; regularly demonstrates critical thinking
• Highly effective written, verbal and presentation skills
- Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future
- Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals
- Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect
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 JonesEdward 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.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:
Salary: $196626 - $334794
Category: Headquarters
-
Senior Director, Financial Planning
Found in: Jooble US O C2 - 1 week ago
Jefferson City, MO, United States Edward Jones Full timeJoin 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,...
-
Director, State Tax Planning
Found in: Careerbuilder One Red US C2 - 2 weeks ago
Springfield, MO, United States EDWARD JONES Full timeJoin 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:...
-
Financial Planning and Analysis Director
Found in: beBee jobs US - 1 week ago
United States of America Green Recruitment Company Full timeTGRC is looking for a Financial Planning and Analysis Director to join a leading Battery Storage IPP in the U.S. The Director, of FP&A, will report to the Company's CFO and will lead, coordinate, and consolidate the Company's budget, forecasting, re-forecasting, and reporting processes.The Financial Planning and Analysis Director should be passionate and...
-
Financial Planning and Analysis Director
Found in: beBee S US - 2 weeks ago
United States of America Green Recruitment Company Full timeâTGRC is looking for a Financial Planning and Analysis Director to join a leading Battery Storage IPP in the U.S. The Director, of FP&A, will report to the Companyâs CFO and will lead, coordinate, and consolidate the Companyâs budget, forecasting, re-forecasting, and reporting processes.The Financial Planning and Analysis Director should be...
-
DIRECTOR OF REHAB
Found in: Careerbuilder One Red US C2 - 12 hours ago
, MO, United States Aspire Senior Living Advance Full timeAspire Senior Living Advance - Aspire Senior Living of Advance is a provider of compassionate and high-quality care for seniors. We are dedicated to enhancing the lives of our residentes through personalized rehabilitation services.l As we continue to grow, we are seeking an experienced professional to join our team as the Director of Rehab. Postiton...
-
SALES & MARKETING DIRECTOR - SENIOR LIVING
Found in: Careerbuilder One Red US C2 - 16 hours ago
, RI, United States Benchmark Senior Living Full timeJob DescriptionJoining the Benchmark Senior Living team means putting your passion to work. Our associates feel a sense of belonging with the care that they provide, empowered by the open and reliable team that surrounds them. Our diverse and skilled workforce takes immense pride in a shared commitment: a devotion to providing caring and dedicated service....
-
VP Financial Planning
Found in: beBee jobs US - 1 week ago
United States of America Selby Jennings Full timeJob Title: Vice President, Financial Planning & AnalysisLocation: Kansas City, MO About Us: One of our leading Health Insurers is seeking a Vice President of Financial Planning & Analysis to lead their division. The Vice President, of Financial Planning & Analysis will provide strategic leadership to the Financial Analysis and Planning Division. This role is...
-
Executive Director LNHA
Found in: Jooble US O C2 - 1 week ago
Independence, MO, United States Thegroves Full timePosition Title: Executive Director / Senior Administrator What Will Be Your Legacy?“The happiest people are those who do the most for others.” Booker T Washington The opportunity to form a community, an opportunity to make a difference! Summary : We are seeking an energetic, dynamic, and experienced Executive Director to lead The Groves Campus....
-
Financial Advisor
1 week ago
Springfield, United States Grenier Financial Services Full timeJob DescriptionJob DescriptionBenefits:401(k)Bonus based on performanceCompetitive salaryIf you have the experience and character to succeed as a Financial Advisor and work as part of a team, please apply. Grenier Financial Advisors has worked hard to create a culture of collaboration and camaraderie, which helps both clients and the company. The person who...
-
Financial Advisor
1 week ago
Springfield, United States Grenier Financial Services Full timeJob DescriptionJob DescriptionIf you have the experience and character to succeed as a Financial Advisor and work as part of a team, please apply. Grenier Financial Advisors has worked hard to create a culture of collaboration and camaraderie, which helps both clients and the company. The person who best fills this role will enjoy opportunities to work with...
-
Senior Financial Accountant
9 hours ago
Springfield, United States Undercover Inc Full timeJob DescriptionJob DescriptionPOSITION SUMMARY The Senior Financial Accountant will play a key financial role supporting UnderCover/BAK, a RealTruck manufacturing site by preparing financial statements and reconciling them timely and accurately in the monthly closing process in accordance with company accounting policies and GAAP. This role performs SOX...
-
Finance Program Manager
Found in: Careerbuilder One Red US C2 - 5 days ago
Springfield, VA, United States Allen Integrated Solutions LLC Full timeFinance Program Manager (Senior- Financial Management) TS/SCI Clearance REQUIRED Overall Assignment Description: (U) The Contractor serves as a member of a team that:• Supports the Architecture & Engineering Group (TA) by providing comprehensive financial planning and management expertise to support Planning, Programming, Budgeting and Execution (PPBE)...
-
Senior Financial Analyst with Security Clearance
Found in: Careerbuilder One Red US C2 - 5 days ago
Arlington, VA, United States SAIC Full timeDescription SAIC is seeking a Senior Financial Analyst to support our customer within the Office of the Deputy Chief Technology Officer for Critical Technologies by providing resource analysis, budget execution, and financial managementThis position is hybrid remoteOnsite work will be located in Arlington, VAThe Financial Analyst will provide financial...
-
Senior Financial Analyst with Security Clearance
Found in: Careerbuilder One Red US C2 - 1 week ago
Springfield, VA, United States St. Michael's Inc. Full timeREADY TO JOIN OUR TEAM? Do you have experience in leading teams performing Financial Analysis? Do you want to grow your skills and advance your leadership in the Intelligence Community? If so, then we invite you to read onABOUT THIS ROLE StMichael's is hiring a Senior Financial Analyst to support an Intelligence Community (IC) clientAs the Senior Financial...
-
Financial Analyst
7 days ago
Springfield, United States Springfield Clinic Full timeThe Financial Analyst is responsible for assistance in completion of special financial projects, analyses, and feasibility studies. General duties include performing research, systems overviews, and direct observations of operational or financial functions of departments of the Clinic with the goal of operational efficiencies and accuracy. Job Relationships...
-
Finance Manager
Found in: Jooble US O C2 - 2 weeks ago
Saint Louis, MO, United States Laury Williams Consulting Full timeAt Laury Williams consulting we specialize in placing top accounting and financial talent within the finest companies in the world. Please take a look at the senior accountant opportunity below. One of my hiring managers (CEO of a successful construction company located in St. Louis, MO) has asked me to help him find a Chief Financial Officer who is ready to...
-
Executive Director
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Springfield, United States MVLE, Inc Full timeMVLE provides superior services to individuals with disabilities. MVLE is a critical component of the Group’s continued growth plan within DC and surrounding area including Virginia. The Executive Director of the MVLE portfolio will have full P/L responsibility for all operations, currently forecasting $12 MM in revenue, serving over 600 individuals and...
-
Senior Accountant
2 days ago
Springfield, United States Creative Financial Staffing Full timeSenior Accountant - Well Known Real Estate Development Company: About the Organization and Opportunity: Our client is a company headquartered in the Washington DC area They are looking bring on a Senior Accountant to be assist the VP Finance with responsibilities The organization is well-established and fosters a great sense of community The company...
-
Finance Manager
Found in: Jooble US O C2 - 2 weeks ago
Kansas City, MO, United States PFL | Professional Football League Full timeJob Description: Chief Financial Officer (CFO) Position Overview: As the Chief Financial Officer (CFO) of Professional Football League, you will play a critical role in managing our organization's financial operations and strategies. We are seeking a highly experienced and dynamic individual to oversee financial planning, budgeting, reporting, and provide...
-
Finance Program Manager
Found in: Dice One Red US C2 - 1 week ago
Springfield, United States Allen Integrated Solutions LLC Full timeFinance Program Manager (Senior- Financial Management) TS/SCI Clearance REQUIRED Overall Assignment Description: (U) The Contractor serves as a member of a team that: * Supports the Architecture & Engineering Group (TA) by providing comprehensive financial planning and management expertise to support Planning, Programming, Budgeting and Execution (PPBE)...