Senior Financial Planner, HNW Strategy & Leadership

Edward Jones; St. Louis (MO); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Edward Jones in St. Louis, MO invites experienced financial planners to join the Generations team delivering holistic financial plans to high-net-worth clients. The Senior Planner acts as conduit between the financial advisor, client and the home office, coordinating experts to tailor strategies.

You'll lead a cross-functional team, develop objectives, present sophisticated solutions, and stay current with tax, estate and investment planning. Travel up to 20%.

Qualifications

• Certified Financial Planner (CFP) designation required
• Bachelor's degree in business, finance, accounting or law required
• 10+ years of industry specific experience required
• Series 7, 66 licenses required within 6 months of hire
• Insurance license required within 6 months of hire

Responsibilities

• Partner with Financial Advisors and lead the team of Home Office and third-party experts to deliver an end-to-end HNW client experience by partnering within and outside of the organization. Includes but not limited to engaging in client goal discovery, formulating financial planning recommendations, act as fiduciary to the client's financial plan.
• Develop and execute HNW team objectives, accountability measures and drive team performance (feedback, training & coaching) in support of department and firm objectives. Held accountable for business performance and client and branch experience measures.
• Lead the strategy and guidance for presentations to be delivered through multiple communication and/or presentation venues and channels; must be able to deliver customized solutions and plans by explaining and coaching on complex concepts in an understandable and actionable manner to home-office associates, branches, and clients.
• Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client specific emphasis, understand broad market opportunities and how they translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas to meet the most complex needs.
• Act as a resource and drive, where appropriate, firm strategy, knowledge and interpretation of rules, and potential rule changes as it relates to area of expertise and translates to strategic initiatives within various business areas.
• Perform as a subject matter expert on the most advanced and ever evolving topics including tools or client solutions to our branches through the various channels available within the department such as webinars and field-based training meetings. This may also include providing expertise for content development and acting as a subject matter expert for formal training programs lead by the training division.
• Provide strategic thought, people leadership and an ability to execute. The candidate in this role achieves success by leading his/her own team and through others, cultivating a top-quality team of EJ working as “one team” with matrixed counterparts to deliver value to stakeholders.

Skills

CFP designation

10+ years experience

Financial planning

Leadership

Education

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

Tools

Financial planning software

Job description

Edward Jones in St. Louis, MO invites experienced financial planners to join the Generations team delivering holistic financial plans to high-net-worth clients. The Senior Planner acts as conduit between the financial advisor, client and the home office, coordinating experts to tailor strategies.

You'll lead a cross-functional team, develop objectives, present sophisticated solutions, and stay current with tax, estate and investment planning. Travel up to 20%.