Planning Consultant

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

The Planning Wealth Consultant is part of our Client Consultation Group. In this role you will use a solid understanding of financial planning concepts and strategies along with a deep commitment to human centered wealth management to provide support to branch teams and their clients.

You will take a holistic approach, using all the planning tools available, to assist advisors in developing goals-based recommendations for clients with more complex needs. You will assist in answering goals-based questions and help simplify complex concepts and strategies to assist branch teams; or recognize when to direct those questions to other members of the team for more complex consultation.

You will participate in a high-performance team and contribute to continuous growth and creating a place of belonging.

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.

Hiring Minimum: $75100
Hiring Maximum: $123900

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Skills/Requirements

Required:

• Bachelor's degree preferably in Business, Finance or Accounting

• CFP designation (or equivalent)

• Investment and Insurance industry knowledge are also strong assets

Desired:

• Life insurance license would be a plus

• Other designations would be a plus (RRC, CEA, CEPA, TEP, CIM etc.)

• Other estate and/or tax courses would be desirable

• 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 oral and written communication skills especially including the ability to present financial concepts or 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 and collaborate within a team environment.

• Previous experience with Salesforce is a plus.

• Previous experience with Conquest is a plus.

Years of Relevant Experience:

• 3+ years Financial Services Industry or Edward Jones experience required

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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

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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 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.

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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