Strategic Financial Expert

5 days ago


Tempe, Arizona, United States Edward Jones Full time
About the Role
As a Senior Planner at Edward Jones, you will play a key part in delivering exceptional client experiences through personalized financial planning and wealth management solutions. You will work closely with financial advisors to build strong relationships with high net worth clients and prospects, providing guidance on complex financial planning topics and identifying opportunities for business growth.

Main Responsibilities:
  • Partner with financial advisors to deliver end-to-end client experiences
  • Leverage internal and external subject matter experts to provide holistic financial plans
  • Develop and execute business objectives, accountability measures, and drive team performance

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 are a Fortune 500 company that values our associates' contributions and offers 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.

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