Edward Jones

Associate Planner- High Net Worth

Edward Jones • $80K — $95K *
Dallas, TX 75217In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Certified Financial Planner (CFP) required or in progress (completion within 9 months)
  • Bachelor's degree in Business, Finance, Accounting, or Law required
  • Series 7 and 66 licenses needed within 6 months of hire
  • Insurance license required within 6 months of hire
  • 7+ years of industry-specific experience required
  • Client-facing experience is essential
  • Travel requirement of up to 15%.

Responsibilities

  • Partner with Senior Planner and Financial Advisor to enhance HNW client experience.
  • Document client goals and understand their needs for financial planning.
  • Collaborate with subject matter experts to create customized financial plans.
  • Support Senior Planner in consolidating recommendations for complex clients.
  • Act as financial planning subject matter expert to aid client strategy sessions.
  • Delegate tasks and coordinate with the HNW team to meet client needs.
  • Utilize financial planning software to interpret and deliver solutions.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • 401k retirement plan with tax-advantaged accounts available.
  • Paid time off including 15 vacation days, personal days, and 10 holidays.
  • Volunteerism day provided to support community engagement.
  • Access to Employee Assistance Program for associates.
  • Potential for bonuses and profit sharing.
Full Job Description
What You Will Do:
The Associate Planner is responsible for leveraging the extensive resources of our home office to support our senior planner and financial advisors in serving HNW clients with complex needs. This position plays a critical role in providing capacity to the Lead Planners by helping serve HNW clients. You will be called upon as a financial planning subject matter expert, on the firm's full suite of financial planning tools, investment offerings and how they're leveraged to help clients define their financial goals and identify solutions to keep them on-track.

Responsibilities include:
  • Partner with the Senior Planner, Financial Advisor, and high net worth team to deliver an end-to-end HNW client experience.
  • Partner with financial advisors and HNW clients to gain understanding of client's needs collect and document client goals and provide key inputs into creating the client's holistic financial plan.
  • Partner with the Senior Planner and subject matter experts on the HNW team (i.e., estate, tax, business owners, home office portfolio strategist. etc.) to create a holistic, customized financial plan for clients as well as aid in the creation and delivery of other client deliverables and recommendations.
  • Support the Senior Planner and HNW team in consolidating client recommendations, deliverables, and support the delivery of advice and financial planning strategies for complex HNW clients at the direction of the Senior Planner.
  • Serve as a resource and subject matter expert for holistic financial planning and support the creation of goals-based and financial planning recommendations for HNW clients with complex needs. Contribute to department goals, projects, and initiatives to better serve HNW branch teams and clients. Have a strong understanding of upcoming rules/regulations and impacts to their area of expertise and financial planning concepts.
  • Support the Senior Planner in delegating tasks and coordinating across the HNW team to meet the needs of our HNW clients and branch teams.
  • Understanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings.
  • Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client.
  • Proficiency using financial planning software or tools and interpreting results.
  • Deep understanding of financial planning concepts and application
  • 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.


Position Requirements

What Experience You Need:
  • Certified Financial Planner (CFP) required, or CFP 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 required
  • Travel required up to 15%
  • Client facing experience required
  • Broad knowledge of branch teams and branch structure
What Could Set you Apart:
  • Financial Services experience
  • Advanced degree
Hub Locations: Colleagues assigned to work within a Talent Capability or Generations Hub are expected to work a minimum of four in-office days per week, unless engaged in business offsite. Any changes in strategic direction will be determined by the General Partner responsible for the business segment.

Salary Information

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

About Edward Jones

Edward Jones provides investment advisory and management services to individual investors. It also offers wealth management, retirement and college savings plans, insurance, and advisory services.

Edward Jones Careers

Join the thriving team at Edward Jones and be part of a company renowned for its commitment to professional growth and innovation. As a leader in the financial services industry, Edward Jones offers unparalleled job opportunities that empower you to shape your future and foster a culture of leadership and diversity.

Opportunities Await

At Edward Jones, we are constantly expanding our team with roles that challenge and reward our employees. Explore a range of positions that suit your skills and career ambitions, from entry-level to senior leadership roles. Whether you're looking for a full-time position or an internship, Edward Jones provides a platform for growth and learning.

Innovate and Lead

Step into a role at Edward Jones and join a culture steeped in innovation and leadership. Our professionals are at the forefront of developing new strategies for financial management, helping to drive the company forward while maintaining our commitment to client-centric solutions.

Grow With Us

Career growth is not just a possibility at Edward Jones—it is a promise. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to diversity and inclusion, ensuring all team members have the opportunity to thrive.

Benefits and Culture

Edward Jones is committed to offering a supportive work environment where every team member feels valued. Enjoy competitive benefits, including health, retirement plans, and family-friendly policies that make balancing your professional and personal life easier. Our culture promotes teamwork, respect, and integrity, all foundational to our business ethos.

Join Our Team

Are you ready to take the next step in your career? Edward Jones is hiring! We are looking for passionate, curious, and driven individuals to join our team. Bring your unique skills and perspective, and help us continue to offer top-tier financial solutions to our clients.

Networking and Professional Development

Networking at Edward Jones goes beyond connecting with colleagues; it involves engaging with a broad community of professionals dedicated to financial excellence and client service. Enhance your career through our robust networking channels and gain insights that can propel you to new heights.

Prepare for Your Future

Starting your career at Edward Jones is made smoother with resources like resume tips, interview coaching, and job matching based on your skills and interests. Personalize your job search with our tailored career advice and discover how Edward Jones can be the key to your professional success.

Stay Connected

Keep up to date with the latest from Edward Jones Careers by subscribing to our job alert emails. Receive personalized updates that match your career interests and get ahead with insider tips and industry-leading insights.

Explore Edward Jones Jobs

Search open positions that align with your career goals at Edward Jones. We look for individuals who are solution-driven, creative, and eager to take on challenges. Explore the opportunities and find out how you can contribute to our team’s success.

Edward Jones: A Place Where Careers Flourish

At Edward Jones, your career is our priority. Join us and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Your journey to professional excellence starts here.
Learn more about Edward Jones
Size
50,000 employees
Industry
Finance & Insurance
Founded
1997
* Ladders Estimates

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