Lead Planner- Client Consultation Group

Company Description Jobs for Humanity is partnering with EDWARD JONES to build an inclusive and just employment ecosystem.
Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals.
This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: EDWARD JONES 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.
Team Overview: Edward Jones Private Wealth (EJPW) provides an end-to-end, high-net-worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including financial planning, tax and legal advice, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.
The EJPW team is led by a Lead Planner who is the conduit between the financial advisor, client and the home office stakeholders required to achieve the client’s objectives through an unparalleled experience.
The Lead Planner leverages a team of internal home office subject matter experts (i.
e.
- tax, estate, business owner, executive compensation, insurance) and external subject matter experts to deliver a personalized, holistic financial plan (via internal team) with tax and legal advice (via external relationships).
What You Will Do: Leadership: Partner with Financial Advisors and lead the team of Home Office and third-party experts to deliver an end-to-end HNW client experience by partnering within and outside of the organization Gain understanding of client's needs, aid in client goal discovery, articulate planning and investment strategy and recommendations, Identify planning and advice subject matter expertise needed to help the client achieve their goal, and help build relationships with clients and financial advisors Work with tax and legal advisers to deliver tax and legal advice Provide client information and guidance for Home Office Portfolio Strategist to deliver investment recommendation via integrated Edward Jones solutions Work with various areas in the Home Office (i.
e.
, Ops, Service, Compliance, Legal) to remove barriers and deliver an ideal Edward Jones Private Wealth client experience Work with clients and manage a profit and loss report Contribute to growth of team and number of EJPW clients, intellectual capital and the creation of processes and supporting systems Develop and execute EJPW team objectives, accountability measures and drive team performance (feedback, training & coaching) in support of department and firm objectives.
Lead the strategy and guidance for presentations to be delivered through multiple communication /presentation venues and channels; must be able to deliver customized solutions and plans by explaining and coaching on complex concepts in an understandable manner Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client specific emphasis, understand broad market opportunities and how they translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas to meet the most complex needs.
Act as a resource and drive, where appropriate, firm strategy, knowledge and interpretation of rules, and potential rule changes as it relates to area of expertise and translates to strategic initiatives Represent and/or lead department, division, and/or firm-wide committees and projects The candidate in this role achieves success by leading his/her own team and through others, cultivating a top-quality team of EJPW working as “one team” with matrixed counterparts to deliver value to stakeholders.
Technical: Serve as a subject matter expert for a specific topic that supports the creation of the financial plan for HNW clients.
Drive department/team wide goals, projects and initiatives in order to better serve branch teams and HNW clients.
Serve as subject matter expert for complex cases requiring deep technical knowledge and extensive experience.
Strategic: Support the development, maintenance and modification of vision, mission, and long-term strategic plan with the HNW Business Segment team through the management of a strategic planning process, including driving measurement of progress against stated short, medium, and long-term strategies Facilitate the formulation of strategic objectives, integrating findings from internal research, external developments, and leadership’s priorities.
Communicate strategic priorities and execution plans across the firm via presentations, meetings, and written communications.
Track industry and competitive trends, and develops business outlook and forecasts where appropriate Partner with senior leaders across the firm to est