Senior Financial Planner
13 hours ago
Are you passionate about helping high net worth clients achieve their financial goals? Do you have a strong background in financial planning and a desire to lead a team of experts in delivering personalized wealth management solutions?
As a Senior Planner on our High Net Worth team, you will partner with financial advisors to deliver an end-to-end client experience, leveraging your expertise in financial planning, discovery, and complex wealth management topics. You will lead the strategy and guidance for presentations, develop and execute team objectives, and drive performance through feedback, training, and coaching.
With a focus on client relationships and a deep understanding of the financial advisor role, you will be responsible for delivering customized solutions and plans, explaining complex concepts in an understandable and actionable manner to home-office associates, branches, and clients.
Join our team of experts at Edward Jones, where 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.
Key Responsibilities:
- Partner with financial advisors to deliver an end-to-end client experience
- Lead the strategy and guidance for presentations
- Develop and execute team objectives
- Drive performance through feedback, training, and coaching
- Deliver customized solutions and plans
- Explain complex concepts in an understandable and actionable manner
Requirements:
- Bachelor's degree in business, finance, accounting, or law
- Series 7, 66, and 24 required
- Minimum of 10 years industry-specific experience
- Insurance license required 6 months of hire
- Travel required up to 30%
- CFP required
What We Offer:
- Competitive compensation and benefits package
- Opportunities for professional growth and development
- A supportive and inclusive work environment
Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
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