Leader- Wealth Guidance
3 weeks ago
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
As a contributing leader, you are passionate about creating a place of belonging on your team. Your sense of purpose strongly aligns with developing associates to achieve their goals as well as the Firm goals. You bring together smart, dedicated colleagues to creatively collaborate and deliver extraordinary client service.
You are also a subject matter expert and a champion of Human Centered Complete Wealth Management. As a member of the Client Consultation Group, you will develop tailored, goals-based wealth planning strategies to branch teams and their clients.
You will take an integrated and holistic approach to planning by collaborating with other internal subject matter experts and the client's external professional advisors (i.e. tax, legal and other advisors), utilize all planning tools available in order to assist clients with their complex planning needs in order to achieve their goals.
You will work in collaboration with other experts on division-wide objectives, projects and initiatives, and training designed to enhance capability to better serve branch teams and clients with complex needs. Contribute to continuous growth, creating impact, and creating a place of belonging.
Skills/Requirements
Required:
- Bachelors degree preferably in Business, Finance or Accounting
- Accredited financial planning designation (CFP, Pl.Fin-IQPF applicable for Quebec) considered an asset or willing to begin within 12 months
- Professional designations such as CFA, CPA, LLP, JD, TEP would be an asset
- Advanced degree an asset
Desired:
- Life insurance license or knowledge an asset
- Estate and/or tax courses
- Strong understanding of the comprehensive financial planning process including: retirement planning, cash flow planning, investment planning, tax planning, estate planning and protection planning
- Strong presentation and communication skills especially including the ability to present complex financial strategies in a professional manner that is easily understood
- Strong analytical, organizational, and time-management skills and the ability to work within a fast-paced environment.
- Proficiency with Microsoft Office, virtual meeting and financial planning software tools.
- The ability to work well within a team environment.
Years of Relevant Experience:
- a minimum of 8+ years experience as a high net worth financial planner and a proven track record in team or project leadership
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 5001 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.
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