Wealth Planning Associate - HNW Clients

Edward Jones; Dallas (TX); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

401k retirement plan

Medical and prescription drug coverage

Dental and vision benefits

Paid holidays and vacation

Employee Assistance Program

Job summary

Edward Jones is seeking an Associate Planner to support senior planners and financial advisors serving high net worth clients. The role leverages firm resources to deliver holistic financial planning, tax and estate planning services, and tailored client solutions.

Candidates should have a CFP (or CFP in progress within 9 months), a Bachelor's in Business/Finance/Accounting/Law, Series 7 and 66 within 6 months, and an insurance license.

Qualifications

• CFP credential required 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-specific experience recommended.
• Travel up to 15% for client engagements.
• Client-facing experience required.
• Broad knowledge of branch teams and structure.

Responsibilities

• Partner with Senior Planner, Financial Advisor and HNW team to deliver end-to-end client experience.
• Collect and document client goals and contribute to creating holistic financial plans.
• Support creation and delivery of other client deliverables and recommendations.

Skills

Client facing

Travel up to 15%

Education

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

CFP (in progress within 9 months)

Job description

Edward Jones is seeking an Associate Planner to support senior planners and financial advisors serving high net worth clients. The role leverages firm resources to deliver holistic financial planning, tax and estate planning services, and tailored client solutions.

Candidates should have a CFP (or CFP in progress within 9 months), a Bachelor's in Business/Finance/Accounting/Law, Series 7 and 66 within 6 months, and an insurance license.