Director, Financial Planning job in St. Louis
St. Louis, Missouri - MO Edward Jones
Job Ref: | 92520BR |
Employer: | Edward Jones |
Sector: |
Investment
Banking & Finance |
Qualifications: | Senior Qualified Actuary |
Job Type: | Full Time |
Salary and Benefits: | Competitive |
Remote: | No |
Location | |
Country: | United States |
State/Province/County: | Missouri - MO |
City: | St. Louis |
Post Code: | Not specified |
Map: | |
Description | |
Opportunity Overview 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 :
EEO Statement 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. Company Description Join 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 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. Awards and 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 Position Requirements Education/Certification: Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.). Series 7, 66 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
Salary Information 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: |
ref: (92520BR) 16 days ago
Back to search results
Featured Jobs
- Commercial Reserving Lead (Star8731) London 04/16/2024
- International Life Actuarial Consulting - Bermuda(Star8437) 04/30/2024
- Core Pricing Lead UK (Star8568) 03/01/2024
- Group Capital Management Actuary - Bermuda (Star8786) 05/02/2024
- Senior International Life Actuary- Bermuda (Star8754) 04/16/2024
- Non-traditional Actuary – Non Life Insurance - Remote (Star8753) 04/16/2024
- Pricing Actuary , Excess Casualty New York, NY 01/16/2024
- Lead Pricing Actuary, Specialty Lines New York 01/09/2024