- Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience.
- Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance.
- Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements).
- Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to:
- manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address.
- approve and drive execution of business plans that align with firm strategic direction
- ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls.
- provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience
- regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders)
- Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning.
- Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning.
- Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.)
- Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm.
- Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development.
- Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future
- Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals
- Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect
- Other
-
director, financial planning
3 weeks ago
EDWARD JONES Springfield, MO , USA, United StatesJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 5001 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 cl ...
-
Dentist – DDS
3 weeks ago
Aspen Dental West Springfield, United States Full timeThis opening is a lead dentist role, Managing Clinical Director. · At Aspen Dental, we put You first, offering the financial security and job stability that comes with working with a world-class Dental Service Organization (DSO). Our best-in-class learning and development trainin ...
-
Senior Physician Psychiatry
1 week ago
SilverTech Lockwood, United StatesOn behalf of our client, a hospital for basic and standard care, we are currently looking for a · Senior Physician Psychiatry (m/f/d) · in the greater Cottbus area. · The offer: · Permanent position as Senior Physician Psychiatry (m/f/d) with your own area of responsibility · ...
-
Senior Physician
1 week ago
Velocity Enterprises Lockwood, United StatesLockwood Hospital is currently seeking a Senior Physician (m/f/d) in Anesthesiology to join our team. Our hospital offers a high level of medical expertise in a familial environment. With four operating rooms, we currently treat approximately patients annually, with a high percen ...
-
Senior Risk Manager
3 weeks ago
Edward Jones Everton, United StatesJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 5001 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 cl ...
-
School Based Specialists
18 hours ago
Burrell Behavioral Health Republic, United StatesJob Description: · SCHOOL BASED SUPPORT SPECIALISTS · SPRINGFIELD, MISSOURI & SURROUNDING AREA SCHOOLS · * Positions across various school districts in Southwest Missouri - Springfield, Republic, Willard, Marshfield, Fair Grove, Ash Grove, Walnut Grove* (subject to availability) ...
-
Licensed Clinical Therapist
1 day ago
Burrell Behavioral Health Republic, United StatesJob Description: · LICENSED CLINICAL THERAPIST · Outpatient Services · Republic, Missouri · Are you a licensed or provisionally licensed therapist or do you have a Master's degree in counseling or social work with plans to become licensed? If so, we have excellent opportuniti ...
-
Licensed Clinical Therapist
18 hours ago
Burrell Behavioral Health Republic, United StatesJob Description: · LICENSED CLINICAL THERAPIST · Outpatient Services · Republic, Missouri · Are you a licensed or provisionally licensed therapist or do you have a Master's degree in counseling or social work with plans to become licensed? If so, we have excellent opportunities f ...
-
Supply Chain Specialist
1 week ago
HealthTrust Performance Group Springfield, United StatesDescription · IntroductionDo you want to join an organization that invests in you as a Supply Chain Specialist? At HealthTrust Performance Group, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team members over the course of ...
-
Inventory Optimization Manager
1 week ago
HealthTrust Performance Group Springfield, United StatesDescription · IntroductionDo you want to join an organization that invests in you as a Inventory Optimization Manager? At HealthTrust Performance Group, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team members over the co ...
-
Finance Business Partner
5 days ago
Burrell Behavioral Health Fair Grove, United States Full timeJob Description: · "We are truly in the business of saving lives" · -Dr. C.J. Davis; President and CEO · Want to know what it's like to work at Burrell? · Click on the link below to find out - · FINANCE BUSINESS PARTNER · Remote and/or On-Site options available · Springfield, C ...
-
Technical Architect
3 weeks ago
Edward Jones Morrisville, United StatesJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 5001 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 cl ...
-
Sales Representative
1 week ago
The Atkinson Agency Billings, United StatesJob Description · Job DescriptionSuccess Driven Sales Agents Needed - Remote - Training Provided 75K-250K (results vary) · The Atkinson Agency is actively looking for business partners to mentor for senior positions. Someone who is confident, ambitious, goal-oriented, and self-mo ...
-
Large Loss Field Adjuster
2 weeks ago
American Family Insurance Springfield, United StatesAt American Family Insurance Claims Services (AFICS, Inc.), we're embarking on a transformation of our claims capabilities that will put customers at the center of what we do best – protecting and restoring their dreams when they need us most. We're leveraging our expertise, tech ...
-
Sales - Salaried Store Manager
2 weeks ago
Russell Cellular, Inc. Nixa, United StatesWhy Russell Cellular · ? Starting pay is up to $72,000 annually · Unlimited commissions based on performance and commission · Health, dental, vision, and life insurance as well as paid sick days and company holidays · Employer matched 401K after 1 year · Listed in Inc. 5000's Fa ...
-
Plant Manager
17 hours ago
Cabot Creamery West Springfield, United States Full timeHow would we describe a career with Agri-Mark/McCadam/Cabot Creamery? More than 100 years of: Farmers, Family, Mission, Purpose, Sustainability, Respect, Integrity, Work Ethic, Teamwork, Pride in Award Winning Products, and Agriculture. · Cabot Creamery achieved B Corp certifica ...
-
Optometrist Pre-Grad Intern
2 weeks ago
Walmart Nixa, United States Full timeDescription · can be made available as part of the hiring process. Benefits & Perks: · Beyond our great compensation package, you can continue as an Associate throughout the remainder of your doctorate program. Additional benefits include exclusive Associate discounts. · Equa ...
-
Sales - Wireless Specialist
5 days ago
Russell Cellular, Inc. Nixa, United StatesWhy Russell Cellular · ? Starting pay is up to $28 hourly · Unlimited commissions based on performance and commission · Health, dental, vision, and life insurance as well as paid sick days and company holidays · Employer matched 401K after 1 year · Listed in Inc. 5000's Fastest ...
-
Mercy Springfield, United States Non-Clinical Support ServicesWe're a Little Different · Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. · At Mercy, we believe in careers that match the unique gifts of unique individuals - careers that not only make the most of your skills a ...
-
Work Site Support Specialists
2 weeks ago
Burrell Behavioral Health Marionville, United StatesJob Description: · Job Title: Work Site Support Specialist · Employment Type: Temporary - Summer Work Program · Time Type: Part-Time · Location options (subject to availability): · * Aurora, Missouri · * Mt. Vernon, Missouri · * Marionville, Missouri · * Miller, Missouri · Job Su ...
Director, Financial Planning - Halltown, United States - Edward Jones
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, were 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 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 :
Bachelor's degree required with preferred discipline (E.g., 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 (i.e., 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
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: $ $334794
Category: Headquarters
