About this role
Opportunity Overview
As a subject matter expert and a champion of client-centered comprehensive financial planning and complete wealth management on the Client Consultation Group, you will provide ongoing professional planning on complex strategies to branch teams and their high-net-worth clients.
You take an integrated and holistic approach to planning by taking the time to deeply understand the client's values and goals for themselves and those they care about. You collaborate with other internal subject matter experts and the client's external professional advisors (i.e. tax, legal and other advisors) and utilize all planning tools available in order to assist clients with their complex planning needs in order to achieve their short and long-term goals.
You also have experience with portfolio construction and understand how to create an investment portfolio for HNW individuals that will allow them to achieve their long-term goals with the appropriate risk.
You actively engage as a high-performance team member, ready with suggestions to improve team performance and client outcomes. You share knowledge with your colleagues and are open to feedback to continue to evolve deliverables to meet client expectations. You have a commitment to continuous growth, strong communication and collaboration skills.
Position Requirements
Required
- Bachelors degree preferably in Business, Finance or Accounting
- Accredited financial planning designation (CFP, Pl.Fin-IQPF applicable for Quebec)
- Strong consideration given for candidates with Pl.Fin designation and fluency in French
Desired
- Professional designations such as CPA, LLP, JD, TEP
- CIM, CFA levels 1 or 2 or CFA
- CIRO licensed
- Life insurance license
- 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 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 5-7 years experience as a high net worth financial planner
Company Description
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Awards and 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
EEO Statement
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.
Salary Information
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.