Senior Director, Financial Planning
4 weeks ago
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.
EEO Statement
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.
Company Description
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.
Awards and 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
Position Requirements
Education/Certification:
Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.).
Series 7, 66
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
Salary Information
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:
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