HNW Financial Planning Associate

Edward Jones; St. Louis (MO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision coverage

401k retirement plan

Paid holidays and vacation

Volunteer time off

Job summary

Edward Jones is hiring an Associate Planner to support senior planners and financial advisors in serving high net worth clients with complex needs. You will act as a planning subject matter expert, leveraging our tools and offerings to define clients’ goals and craft tailored financial strategies.

You will collaborate across the HNW team, coordinate tasks, and help deliver end-to-end planning, reporting, and client service.

Qualifications

• CFP certification or 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 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 and Financial Advisor to deliver an end-to-end HNW client experience.
• Document client goals and inputs to create holistic financial plans.
• Collaborate with specialists to craft customized financial plans for complex needs.
• Support the delivery of advice and financial planning strategies for HNW clients.
• Serve as a subject matter expert for holistic financial planning and goals-based recommendations.
• Assist in delegating tasks and coordinating across the HNW team to meet client needs.
• Understand processes for Core Wealth, Banking, and Financial Planning offerings.
• Interpret and apply firm guidance to tailor client solutions.
• Proficiently use financial planning tools and interpret results.
• Build relationships with HNW clients and prospects and support growth metrics.

Skills

CFP certification

Client relations

Financial planning

Cross-functional collaboration

Regulatory knowledge

Education

Bachelor's degree in Business/Finance/Law

Series 7 & 66 licenses

CFP in progress

Tools

Financial planning software

Job description

Edward Jones is hiring an Associate Planner to support senior planners and financial advisors in serving high net worth clients with complex needs. You will act as a planning subject matter expert, leveraging our tools and offerings to define clients’ goals and craft tailored financial strategies.

You will collaborate across the HNW team, coordinate tasks, and help deliver end-to-end planning, reporting, and client service.