HNW Financial Planning Associate

Edward Jones; Dallas (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

Edward Jones is seeking an Associate Planner to support senior planners and financial advisors in serving high net worth clients with complex needs. You will leverage Edward Jones tools to define client goals and build holistic financial plans tailored to individual situations.

The role requires CFP certification (or in progress within 9 months), a Bachelor’s degree in a related field, and licenses (Series 7/66 and insurance) within the stated timelines.

Qualifications

• 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.

Responsibilities

• Partner with the Senior Planner, Financial Advisor, and high net worth team to deliver an end-to-end HNW client experience.
• Collect and document client goals and provide inputs into creating the holistic financial plan.
• Collaborate with estate, tax, business owners, and home office portfolio strategist to craft customized plans.
• Support consolidation and delivery of client recommendations and planning strategies for complex HNW clients.
• Leverage firm guidance to tailor solutions for each client and work with Advisors to grow business.

Skills

CFP

Client facing

Travel up to 15%

Financial planning guidance

Relationship building

Education

Bachelor's degree in Business, Finance, Accounting or Law

Tools

Financial planning software

Job description

Edward Jones is seeking an Associate Planner to support senior planners and financial advisors in serving high net worth clients with complex needs. You will leverage Edward Jones tools to define client goals and build holistic financial plans tailored to individual situations.

The role requires CFP certification (or in progress within 9 months), a Bachelor’s degree in a related field, and licenses (Series 7/66 and insurance) within the stated timelines.