Associate Planner, High Net Worth Team
Company: Edward Jones
Location: Scottsdale
Posted on: November 7, 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 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.
What you'll do:
*Internally this role is titled Senior Wealth Strategist
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
.
Hiring Minimum: $113810
Hiring Maximum: $193785
Skills/Requirements
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:
Check out our Canadian awards and accolades:
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 .
-Fortune 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.
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Keywords: Edward Jones, Mesa , Associate Planner, High Net Worth Team, Accounting, Auditing , Scottsdale, Arizona
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