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: 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 applicationWork 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.*Internally this role is titled Senior Wealth Strategist