Senior Financial Planner – HNW Strategy Lead

Edward Jones; St. Louis (MO); Hybrid; USD 110,000 - 180,000; Full time

Benefits offered by this job

Medical benefits

Dental coverage

Vision coverage

401k plan

Paid holidays

Vacation time

Volunteer time off

Bonuses possible

Job summary

Edward Jones in the United States is seeking a Senior Planner on the Generations team to deliver end-to-end wealth planning for high net worth clients. You will collaborate with financial advisors, home office experts, and external partners to craft personalized plans and ensure flawless client experiences.

The role requires a CFP designation, 10+ years of industry experience, and a willingness to travel up to 20%. Location flexibility includes Tempe, AZ and St.

Qualifications

• CFP designation required.
• Bachelor's degree in business, finance, accounting or law.
• 10+ years of industry experience.
• Licenses: Series 7 & 66; Insurance license within 6 months.
• Travel required up to 20%.

Responsibilities

• Lead end-to-end HNW client experience.
• Coordinate with home office experts to deliver holistic plans.
• Partner with Financial Advisors to grow new business.
• Present to clients and branches across channels.
• Provide guidance on tax, estate, and investment planning.

Skills

CFP designation

Financial planning

Client relationship management

Communication

Education

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

Tools

Series 7 license

Series 66 license

Insurance license

Series 24 license

Job description

Edward Jones in the United States is seeking a Senior Planner on the Generations team to deliver end-to-end wealth planning for high net worth clients. You will collaborate with financial advisors, home office experts, and external partners to craft personalized plans and ensure flawless client experiences.

The role requires a CFP designation, 10+ years of industry experience, and a willingness to travel up to 20%. Location flexibility includes Tempe, AZ and St.