Senior Director, Financial Planning
Company: Edward Jones
Location: Saint Louis
Posted on: April 26, 2024
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Job Description:
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 Purpose, Inclusion and Citizenship Report .
1 Fortune 500, published June 2023, data as of December 2022.
Compensation provided for using, not obtaining, the rating.
As the firm transforms from solely offering finanical advice and
transitions to offering finanical planning, we need to continue to
evolve and define our firm's finanical planning standards, create
best practices, processes, and frameworks designed for the future
of our financial advice offering and the Edward Jones financial
planning experience. This role will provide thought leadership and
strategic development in areas that can include defining our
finanical planninng standards, processes, best practices, policies,
and supervision.
Responsibility Summary :
Education/Certification:
Bachelor's degree required with preferred discipline (eg, business,
finance, economics, accounting, math, actuarial science, etc.).
Series 7, 66 required within 12 months of hire.
Advanced degree and CFP (Certified Financial Planner) required.
Additional wealth management, financial planning designations, CPA,
Attorney- desired
Broad client-facing planning application experience required
(providing planning directly to clients)
Understanding of application in specialized and complex areas of
financial planning (ie, tax, estate, health care strategies)
Years of Experience:
15+ years of relevant financial services experience with 10+ years
of financial planning experience strongly preferred. Leadership
experience required.
Functional Knowledge:
Possess strong leadership skills with the ability to provide
direction, create a strong team environment and cultivate
talent.
Strong drive with ability to get results with and through others in
positive manner.
Proficiency in financial planning technology (MoneyGuide Pro,
eMoney, etc.)
Exceptional emotional intelligence, technical aptitude, and
analytical skills
Highly collaborative and intellectually curious; regularly
demonstrates critical thinking
Highly effective written, verbal and presentation skills
At Edward Jones, w e 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
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.
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:
Salary: $196626 - $334794
Category: Headquarters
Keywords: Edward Jones, St. Louis , Senior Director, Financial Planning, Accounting, Auditing , Saint Louis, Missouri
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