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Financial Planning Lead

2 months ago

St Louis, Missouri, United States Edward Jones Full time
Position Overview

As a key member of the Edward Jones team, you will play a vital role in helping clients achieve their financial goals. This position requires a strong background in financial planning and experience with complex financial planning concepts. If you have a passion for delivering personalized advice and guidance, this could be the perfect opportunity for you.

Key Responsibilities
  • Collaborate with financial advisors and clients to deliver high-quality advice and guidance
  • Develop and implement customized investment solutions to meet client needs
  • Provide expert-level consultations to high-net-worth clients
  • Engage with branch teams and field leaders to provide in-depth consultation on wealth and investment management processes
  • Lead or contribute to strategic initiatives within the WMC department and across the WMAS division
Requirements
  • Bachelor's Degree
  • Charted Financial Analyst (CFA) designation required
  • 10+ years of Financial Services experience required
  • Ability to travel up to 20%
  • People leadership experience, strategic planning, and business plan execution experience
  • Strategic planning and execution to drive the continued evolution of a functional capability
  • Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts
  • Advanced skills in systems thinking, planning and organizing, relationship building, collaboration, critical thinking, and project management
About Edward Jones

We are a Fortune 500 company that values and respects our associates and their contributions. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. Our company is built on a foundation of integrity, respect, and a commitment to excellence.