Senior Planner- Generations Private Wealth

Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the Edward Jones Generations™ team could be the right opportunity for you! 

The Edward Jones Generations™ team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. We’re looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do.

What You Will Do:

The Senior Planner will serve as a conduit between the financial advisor, client and the home office stakeholders and is required to achieve the client’s objectives through an unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth team and other internal home office subject matter experts (i.e.- tax, estate, investment management, business owner, executive compensation, insurance) and external subject matter experts to deliver a personalized holistic financial plan with tax and legal advice (via external relationships).

Additional Responsibilities include:

• 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. ‘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.

• 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.

What Experience You Need:

• 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 6 months of hire.

• Travel required up to 20%

This role requires candidates to work from our Dallas,TX hub

What Could Set You Apart:

• Series 24 license

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