Lead Planner

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 Team Overview: Edward Jones Private Wealth (EJPW) provides an end-to-end, high-net-worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including financial planning, tax and legal advice, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.
The EJPW team is led by a Lead Planner who is the conduit between the financial advisor, client and the home office stakeholders required to achieve the client's objectives through an unparalleled experience.
The Lead Planner leverages a team of internal home office subject matter experts (i.
e.
- tax, estate, business owner, executive compensation, insurance) and external subject matter experts to deliver a personalized, holistic financial plan (via internal team) with tax and legal advice (via external relationships).
What You Will Do: Leadership: 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 Gain understanding of client's needs, aid in client goal discovery, articulate planning and investment strategy and recommendations, Identify planning and advice subject matter expertise needed to help the client achieve their goal, and help build relationships with clients and financial advisors Work with tax and legal advisers to deliver tax and legal advice Provide client information and guidance for Home Office Portfolio Strategist to deliver investment recommendation via integrated Edward Jones solutions Work with various areas in the Home Office (i.
e.
, Ops, Service, Compliance, Legal) to remove barriers and deliver an ideal Edward Jones Private Wealth client experience Work with clients and manage a profit and loss report Contribute to growth of team and number of EJPW clients, intellectual capital and the creation of processes and supporting systems Develop and execute EJPW team objectives, accountability measures and drive team performance (feedback, training & coaching) in support of department and firm objectives.
Lead the strategy and guidance for presentations to be delivered through multiple communication /presentation venues and channels; must be able to deliver customized solutions and plans by explaining and coaching on complex concepts in an understandable manner 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 Represent and/or lead department, division, and/or firm-wide committees and projects The candidate in this role achieves success by leading his/her own team and through others, cultivating a top-quality team of EJPW working as "one team" with matrixed counterparts to deliver value to stakeholders.
Technical: Serve as a subject matter expert for a specific topic that supports the creation of the financial plan for HNW clients.
Drive department/team wide goals, projects and initiatives in order to better serve branch teams and HNW clients.
Serve as subject matter expert for complex cases requiring deep technical knowledge and extensive experience.
Strategic: Support the development, maintenance and modification of vision, mission, and long-term strategic plan with the HNW Business Segment team through the management of a strategic planning process, including driving measurement of progress against stated short, medium, and long-term strategies Facilitate the formulation of strategic objectives, integrating findings from internal research, external developments, and leadership's priorities.
Communicate strategic priorities and execution plans across the firm via presentations, meetings, and written communications.
Track industry and competitive trends, and develops business outlook and forecasts where appropriate Partner with senior leaders across the firm to establish, coordinate, and align capabilities and deliver on the HNW client priorities.
Will involve significant travel to meet with clients at their preferred location in partnership with the financial advisor and client team support members 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: $131635 Hiring Maximum: $224136 Skills/Requirements What Experience You Need: Bachelors degree in Business, Finance, Accounting or Law required, Advanced degree preferred 15+ years of relevant financial services and/or relevant industry experience required with exposure to strategy work.
Insurance license required within 6 months of hire Series 7 and 66 required within 6 months of hire Insurance license required within 6 months of hire CFP® or CFA required (or started within 6 months per the department policy) CPA, JD, or additional financial planning certification strongly preferred Leadership experience with internal and external team members required.
Direct client experience as a member of the client's professional team required.
Experience leading project teams and managing the work of multiple projects.
Experience leading high-impact strategy assignments Will involve significant travel to meet with clients at their preferred location in partnership with the financial advisor and client team support members Problem Solving: Problems faced by associates in this role tend to be advanced and complex and are based on the specific needs of HNW clients.
These tend to be non-routine problems involving multiple business areas, multiple data sources, and require innovative solutions.
This associate will need to work through highly complex portfolios with both internal and external stakeholders.
Much of this work will involve working with our firm's top financial advisors with escalated levels of expectation, communication preference and time to turn-around expected.
Decision Making: The decisions in this position are high in impact and complex in nature.
Decisions involve significant ambiguity with a high degree of risk involving and impacting other areas of the firm.
Decisions are often time-sensitive requiring expedited response times and high-level of coordinated stakeholder input.
Span of Influence: High- Span of influence in this role have a direct impact on client and FA outcomes.
Influence is also critical at the firm level as the role will lead strategic exercises with key stakeholders and senior leaders across the firm.
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Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine.
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Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No.
45.
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For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine.
Edward Jones ranked No.
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2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021.
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Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality.
The ranking designated Jones as one of the best places to work for LGBTQ+Equality.
About Us At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions.
To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients.
Headquarters associates in St.
Louis, Tempe and Mississauga provide support and expertise to help U.
S.
and Canada branch teams deliver an ideal client experience.
We continue to grow to meet the needs of long-term individual investors.
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.
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