Senior Planner, High Net Worth Team
Company: Edward Jones
Location: Scottsdale
Posted on: October 11, 2024
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Job Description:
Your passion. Our purpose. This could be powerful.
Maybe the markets keep you up at night. Trusts are your forte. Or
your idea of a perfect day at the office is a deep dive into equity
research. Whatever your passion, at Edward Jones it will have
purpose. Your work is meaningful - because it has a singular focus:
client relationships. What you do every day helps people achieve
and protect their financial goals. Impacting lives for the better.
And with our remarkable work-life flexibility, one of the lives it
could enhance is yours.
Job Overview
Position Schedule: Full-Time
Do you have a desire to be a part of the wealth management process?
Do people consider you a strategic thinker and strong collaborator?
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 High Net Worth team could be the right opportunity for
you!
Wealth Management Consultation is an area within Wealth Management
Advice and Solutions (WMAS) that serves as the planning and
investment consultation group supporting the delivery of financial
planning services and implementation through investment solutions.
We collaborate across WMAS to deliver personalized advice with a
particular focus on financial planning, portfolio construction,
investment advice, and guidance on complex wealth management
topics. Our branch teams receive a comprehensive view of portfolio
management and planning through analytics and visualizations,
enabling them to deliver the wealth management services that our
clients need.
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 (HNW) 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).
What you'll do:
At Edward Jones, we value and respect our associates and their
contributions, and we recognize individual efforts through a
rewards program that promotes a long-term career, financial
security and well-being. Visit our career site to learn more about
our total compensation approach, which in addition to base salary,
typically includes benefits, bonuses and profit sharing. The salary
range for this role is based on national data and actual pay is
based on skills, experience, education, and other relevant factors
for a potential new associate:
Hiring Minimum: $136571
Hiring Maximum: $232541
Skills/Requirements
What you'll need:
What will set you apart:
Candidates that live within in a commutable distance from our
Tempe, AZ and St. Louis, MO home office locations are expected to
work in the office three days per week, with preference for Tuesday
through Thursday.
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like
they belong. We're proud of our associates' contributions to the
firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information
Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information
Blog Postings about Edward Jones
About Us
Join a financial services firm where your contributions are valued.
Edward Jones is a Fortune 500 company where people come first. With
over 8 million clients and 19,000 financial advisors across the
U.S. and Canada, we're proud to be privately-owned, placing the
focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive
impact to improve the lives of our clients and colleagues, and
together, better our communities and society. We are an innovative,
flexible, and inclusive organization that attracts, develops, and
inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones
associates are seen, heard, respected, and supported. This is what
we believe makes us the best place to start or build your
career.
View our Purpose, Inclusion and Citizenship Report.
1Fortune 500, published June 2023, data as of December 2022.
Compensation provided for using, not obtaining, the rating.
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.
Keywords: Edward Jones, Sun City , Senior Planner, High Net Worth Team, Accounting, Auditing , Scottsdale, Arizona
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