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Financial Planning Standards Specialist

Location: Niantic
Posted on: March 8, 2023

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.In this role, you will serve as a technical subject matter expert in the Financial Planning area. Much of this work requires a broad and deep understanding of financial planning, the firm's Advice & Guidance (A&G), and the branch and client experience. This role requires informal people leadership through large firm initiatives and formal thought leadership.

If you thrive in a collaborative environment, have a learning mindset, and can communicate complex ideas in a straightforward way, this could be the role for you to make a real impact.
Join the Financial Planning Standards and Processes team to help shape the future service offerings at Edward Jones. As a senior associate, you'll serve as subject matter expert for financial planning at the firm, using your advanced knowledge of all aspects of planning to enhance our ability to serve our clients.

Partner with internal Financial Planning units to help create and shape Financial Planning Standards at Edward Jones. Serve as a subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's A&G beyond goals and inclusive of various client needs. Actively representing Edward Jones in the industry for financial planningEvaluate firm content to ensure consistency and alignment with financial Planning standards. Has a thorough understanding of Edward Jones business model, investment philosophy and values.Serve as a deep subject matter expert (SME) for key stakeholders (Training, Service, Wealth Management Advice and Solutions) and branch teams to ensure the integrity of planning standards upheld through application and messaging.Collaborate with key stakeholders as the Financial Planning SME throughout the life cycle of projects, including planning, design and implementation.Work in partnership with other firm areas (Service, Field Supervision, Compliance, Legal, Operations) to problem-solve complex issues that arise.For advanced topics, production issues and/or complex branch team escalations, coordinate needed expertise from other A&G units. Monitor industry trends, competitors, and regulatory changes. Assess how those trends impact our business, messaging, and the application of our A&G toward financial planning. Achieve results with and through others; serve as a mentor to others within Financial planning.Requirements:
Bachelors Degree7+ years of relevant financial services experienceCFP requiredCPA, CFA, law degree or other relevant license is strongly preferredSeries 7 and 66 required within 6 months of hire, consistent with department policyBroad exposure to and strong foundational knowledge of investments, financial planning, financial planning tools and project management process
  • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
    • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
      Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
      For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
      Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.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. 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: $131635 - $224136
      Category: Headquarters

Keywords: EDWARD JONES, Decatur , Financial Planning Standards Specialist, Other , Niantic, Illinois

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