Senior Planner, High Net Worth Team at Edward Jones Tempe, AZ

Downtown Boulder Partnership; Tempe (AZ); On-site; USD 136,571 - 232,541; Full time

Benefits offered by this job

Base salary and bonuses

Profit sharing

Job summary

The Downtown Boulder Partnership is seeking a Senior Planner for the High Net Worth Team in Tempe, AZ. This position requires expertise in financial planning and experience working closely with clients and financial advisors to deliver tailored financial solutions.

Successful candidates will have a Bachelor’s degree in finance or a related field, extensive industry experience, and strong communication skills. The role includes responsibilities in managing team objectives and requires a CFP certification.

Qualifications

• Minimum of 10 years of industry-specific experience.
• Series 7, 66, and 24 required.
• Insurance license required within 6 months of hire.
• Travel required up to 30%.

Responsibilities

• Partner with Financial Advisors to deliver an advanced client experience.
• Develop and execute team objectives and drive performance.
• Lead presentations and communicate complex concepts effectively.
• Act as a subject matter expert in financial planning.
• Provide strategic leadership and cultivate a top-quality team.

Skills

Financial Planning

Relationship Building

Business Development

Team Leadership

Communication

Education

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

CFP certification

Tools

Financial Planning Software

Job description

Senior Planner, High Net Worth Team – Tempe, AZ

Position Schedule: Full-Time.

Job Overview

Join Edward Jones High Net Worth team to provide strategic wealth management consultations, working with financial advisors and clients to deliver comprehensive financial plans and investment strategies.

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 engaging in client goal discovery, formulating financial planning recommendations, and acting 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 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. Responsible for direct and matrixed leadership of Edward Jones high net worth cross functional team.
• Expert understanding of financial planning topics – goals planning, income planning, estate and tax planning, protection, etc.
• Proficiency using financial planning software or tools and interpreting results.
• Business Development – 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.

Qualifications

• Bachelor’s degree in business, Finance, Accounting or Law.
• Series 7, 66, and 24 required.
• Minimum of 10 years industry specific experience.
• Insurance license required 6 months of hire.
• Travel required up to 30%.
• CFP required

What will set you apart

• Advanced degree; CPA, JD, CFA or additional financial planning certification.

Salary and Benefits

Salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors:

• Hiring Minimum: $136,571
• Hiring Maximum: $232,541

Benefits may include base salary, bonuses, and profit sharing.

EEO Statement

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.