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Financial Planning Strategist
2 months ago
Are you passionate about helping individuals achieve their financial goals? Do you have a strong background in financial planning and a desire to make a meaningful impact in the lives of others? If so, we invite you to explore this exciting opportunity as a Financial Planning Strategist with Edward Jones.
About the RoleAs a Financial Planning Strategist, you will play a critical role in helping our clients achieve their financial objectives. You will work closely with our financial advisors to develop and implement customized financial plans that meet the unique needs of each client. Your expertise in financial planning, investment strategies, and portfolio management will be essential in helping our clients achieve their goals and secure their financial futures.
Key Responsibilities- Develop and implement customized financial plans for clients
- Work closely with financial advisors to understand client needs and goals
- Provide expert advice on investment strategies and portfolio management
- Collaborate with internal stakeholders to ensure seamless delivery of financial planning services
- Stay up-to-date on industry trends and regulatory changes to ensure compliance and best practices
At Edward Jones, we value and respect our associates and their contributions. We offer a comprehensive rewards program that promotes a long-term career, financial security, and well-being. Our associates enjoy a collaborative and inclusive work environment, with opportunities for professional growth and development. We are committed to making a positive impact in the lives of our clients and our communities.
Requirements- Bachelor's degree in a related field
- Charted Financial Analyst (CFA) designation required
- 10+ years of financial services experience
- Ability to travel up to 20%
- People leadership experience, strategic planning, and business plan execution experience
- Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts
At Edward Jones, we are building a place where everyone feels like they belong. We are committed to making a positive impact in the lives of our clients and our communities. Our associates enjoy a collaborative and inclusive work environment, with opportunities for professional growth and development. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
