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High Net Worth Advisor

1 week ago

Tempe, Arizona, United States Edward Jones Full time
We're Looking for a Strategic Thinker
As a Senior Planner at Edward Jones, you will be responsible for developing and executing business objectives, working closely with financial advisors to deliver exceptional client experiences. You will leverage internal and external subject matter experts to provide holistic financial plans, identifying opportunities for business growth and driving team performance.

Main Responsibilities:
  • Lead cross-functional teams to deliver personalized financial plans
  • Collaborate with financial advisors to build strong relationships with high net worth clients
  • Develop and implement business strategies to drive growth and profitability

Requirements:
Bachelor's degree in Business, Finance, Accounting, or Law
Series 7, 66 required; Series 24 preferred
Minimum 10 years industry-specific experience
Insurance license required within 6 months of hire
Travel up to 30%
CFP certification required

About Edward Jones
We value our associates' contributions and offer a comprehensive benefits package, including medical, dental, vision, and retirement plans. Our culture is built around partnership, innovation, flexibility, and inclusion, making us an attractive place to start or build your career.