Associate Planner

Edward Jones; Dallas (TX); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical benefits

401k retirement plan

Bonuses and profit sharing

Paid holidays and vacation

Job summary

Edward Jones is seeking a dedicated Associate Planner to support senior planners and financial advisors in serving high net worth clients with complex needs. The role leverages home-office resources to deliver holistic financial planning, tax and estate planning services, and ongoing client reporting.

You will collaborate with a team of specialists to tailor comprehensive financial plans, while maintaining a strong client focus and adherence to regulatory guidelines.

Qualifications

• CFP credential or in progress to complete within 9 months of start date.
• Series 7 and 66 required within 6 months of hire.
• Insurance license required within 6 months of hire.
• 7+ years of industry-specific experience.
• Travel up to 15% of time.
• Client-facing experience required.
• Broad knowledge of branch teams and structure.

Responsibilities

• Partner with Senior Planner and advisors to deliver end-to-end HNW client experience.
• Document client goals and inputs to create holistic financial plans.
• Collaborate with specialists to craft customized financial plans.
• Support delivery of advice and planning strategies for complex HNW clients.
• Serve as a subject-matter expert for holistic financial planning.

Skills

CFP required

Series 7 & 66

Insurance license

Client facing

Travel up to 15%

5+ years experience

Education

Bachelor’s degree in Business/Finance/Accounting/Law

Job description

This job posting is anticipated to remain open for 30 days, from 16-Sep-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. 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.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Team Overview:

Do you have a desire to be a part of the wealth management process?Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the Edward Jones Generations® team team could be the right opportunity for you!

The Edward Jones Generations® team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. We’re looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do.

What You Will Do:

The Associate Planner is responsible for leveraging the extensive resources of our home office to support our senior planner and financial advisors in serving HNW clients with complex needs. This position plays a critical role in providing capacity to the Lead Planners by helping serve HNW clients. You will be called upon as a financial planning subject matter expert, on the firm's full suite of financial planning tools, investment offerings and how they're leveraged to help clients define their financial goals and identify solutions to keep them on-track.

• Partner with the Senior Planner, Financial Advisor, and high net worth team to deliver an end-to-end HNW client experience.
• Partner with financial advisors and HNW clients to gain understanding of client's needs collect and document client goals and provide key inputs into creating the client's holistic financial plan.
• Partner with the Senior Planner and subject matter experts on the HNW team (i.e., estate, tax, business owners, home office portfolio strategist. etc.) to create a holistic, customized financial plan for clients as well as aid in the creation and delivery of other client deliverables and recommendations.
• Support the Senior Planner and HNW team in consolidating client recommendations, deliverables, and support the delivery of advice and financial planning strategies for complex HNW clients at the direction of the Senior Planner.
• Serve as a resource and subject matter expert for holistic financial planning and support the creation of goals-based and financial planning recommendations for HNW clients with complex needs. Contribute to department goals, projects, and initiatives to better serve HNW branch teams and clients. Have a strong understanding of upcoming rules/regulations and impacts to their area of expertise and financial planning concepts.
• Support the Senior Planner in delegating tasks and coordinating across the HNW team to meet the needs of our HNW clients and branch teams.
• Understanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings.
• Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client.
• Proficiency using financial planning software or tools and interpreting results.
• Deep understanding of financial planning concepts and application
• Work closely with Financial Advisors to build relationships with High Net Worth clients and prospects via strong financial planning guidance and support new business opportunities and deliver on established growth metrics.

What Experience You Need:

• Certified Financial Planner (CFP) required, or CFP in progress to be completed within 9 months of starting role
• Bachelor's degree in Business, Finance, Accounting or Law required
• Series 7 and 66 required within 6 months of hire
• Insurance license required within 6 months of hire
• 7+ years of industry specific experience required
• Travel required up to 15%
• Client facing experience required
• Broad knowledge of branch teams and branch structure

What Could Set you Apart:

• Financial Services experience
• Advanced degree

Hub Locations:

Colleagues assigned to work within a Talent Capability or Generations Hub are expected to work a minimum of four in-office days per week, unless engaged in business offsite. Any changes in strategic direction will be determined by the General Partner responsible for the business segment.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.