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High Net Worth Financial Planning Specialist

2 months ago

St Louis, Missouri, United States Edward Jones Full time
About the Role

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

Key Responsibilities
  • Partner with senior planners and financial advisors to deliver comprehensive financial planning services to high net worth clients.
  • Collaborate with subject matter experts to create customized financial plans that meet the unique needs of each client.
  • Support the senior planner in consolidating client recommendations and delivering advice and financial planning strategies.
  • Contribute to department goals, projects, and initiatives to better serve high net worth branch teams and clients.
  • Stay up-to-date on upcoming rules and regulations and their impact on financial planning concepts.
Requirements
  • Bachelor's degree in Business, Finance, Accounting, or Law.
  • Active Series 7 and 66 licenses.
  • Insurance license required within 6 months of hire.
  • CFP or CFP in progress to be completed within 9 months of starting role.
  • 9+ years of experience in financial services.
  • Broad knowledge of branch teams and branch structure.
  • Ability to travel and maintain presence in target markets at least 20% of time.
What We Offer

At Edward Jones, we value and respect our associates and their contributions. 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 includes benefits, bonuses, and profit sharing.