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High Net Worth Financial Planning Specialist

2 months ago

Tempe, Arizona, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and experienced Financial Planning Specialist to join our High Net Worth team at Edward Jones. As a key member of our team, you will play a critical role in providing financial planning expertise to our senior planners and financial advisors, helping them to deliver exceptional service to our high net worth clients.

Key Responsibilities
  • Partner with senior planners and financial advisors to deliver comprehensive financial planning solutions to high net worth clients.
  • Collaborate with subject matter experts to create customized financial plans that meet the unique needs of our clients.
  • Support the development of financial planning strategies and recommendations for complex high net worth clients.
  • Contribute to the growth and development of our high net worth business by identifying opportunities and implementing solutions.
  • Stay up-to-date with industry trends and regulatory changes, and apply this knowledge to enhance our financial planning services.
Requirements
  • Bachelor's degree in Business, Finance, Accounting, or Law.
  • Series 7 and 66 licenses required.
  • Insurance license required within 6 months of hire.
  • CFP certification required.
  • 9+ years of experience in financial services, with a focus on high net worth planning.
  • Strong knowledge of financial planning concepts and industry trends.
  • Excellent communication and interpersonal skills.
What We Offer

At Edward Jones, we value and respect our associates and their contributions. We offer a competitive compensation package, including a base salary, bonuses, and profit sharing. We also provide opportunities for professional growth and development, as well as a supportive and inclusive work environment.