Financial Planning Strategist
3 weeks ago
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.
A career with us offers numerous opportunities for growth and development. Our company is committed to providing a positive work environment that fosters respect, inclusivity, and diversity.
The position of Senior Wealth Strategist- Tax Planning involves supporting financial advisors in serving their clients with complex needs, particularly related to tax planning. As a member of our team, you will leverage the extensive resources of our home office to provide expert advice on financial planning tools, investment offerings, and how they can help clients achieve their goals.
You will be responsible for developing tailored financial strategies for clients with complex needs using a team approach. This requires specific technical knowledge in tax planning and comprehensive financial planning. You will also communicate with financial advisors and clients to gain an understanding of their needs, document client goals, articulate investment and financial planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and help build relationships with clients and financial advisors.
In addition, you will serve as a subject matter expert for tax planning strategies that supports the creation of goals-based and financial planning recommendations for clients with complex needs. You will lead firm goals, projects, and initiatives to better serve branch teams and clients, drive department/team-wide goals, projects, and initiatives to better serve branch teams and clients, and stay abreast of tax planning concepts, market trends, investment opportunities, changes in financial regulations, etc. and share subject matter expertise with the team, Financial Advisors, and clients.
We offer a competitive compensation package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. We also offer a 401k retirement plan, health savings account, and flexible spending account. Our employees observe ten paid holidays and receive 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Bonuses and profit-sharing opportunities may also be available.
A successful candidate for this role should have at least 9 years of experience in the financial services industry, hold a Bachelor's degree in business, finance, accounting, or law, and possess a broad knowledge of branch teams and branch structure. A Certified Public Accountant (CPA) certification is required, and a Certified Financial Planner (CFP) certification or process started within 6 months of hire is also necessary. Series 7 and 66 certifications must be obtained within 6 months of hire, and an insurance license is required within 6 months of hire.
To thrive in this role, you will need exceptional analytical abilities for assessing complex financial situations and developing tailored solutions. Strong communication and interpersonal skills are also essential for success in this position.
The estimated salary range for this position is $113,810-$193,785 per year.
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