Associate Planner- High Net Worth

This job posting is anticipated to remain open for 30 days, from 07-Jul-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.

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Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the Edward Jones Generations® team could be the right opportunity for you!

The Edward Jones Generations® team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted third parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. We’re looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do.

The Associate Planner is responsible for leveraging the extensive resources of our home office to support our senior planner and financial advisors in serving HNW clients with complex needs. This position plays a critical role in providing capacity to the Lead Planners by helping serve HNW clients. You will be called upon as a financial planning subject matter expert, on the firm’s full suite of financial planning tools, investment offerings and how they’re leveraged to help clients define their financial goals and identify solutions to keep them on‑track.

• Partner with the Senior Planner, Financial Advisor, and high net worth team to deliver an end-to-end HNW client experience. Partner with financial advisors and HNW clients to gain understanding of client’s needs, collect and document client goals and provide key inputs into creating the client’s holistic financial plan.
• Partner with the Senior Planner and subject matter experts on the HNW team (i.e., estate, tax, business owners, home office portfolio strategist, etc.) to create a holistic, customized financial plan for clients as well as aid in the creation and delivery of other client deliverables and recommendations.
• Support the Senior Planner and HNW team in consolidating client recommendations, deliverables, and support the delivery of advice and financial planning strategies for complex HNW clients at the direction of the Senior Planner.
• Serve as a resource and subject matter expert for holistic financial planning and support the creation of goals‑based and financial planning recommendations for HNW clients with complex needs. Contribute to department goals, projects, and initiatives to better serve HNW branch teams and clients. Have a strong understanding of upcoming rules/regulations and impacts to their area of expertise and financial planning concepts.
• Support the Senior Planner in delegating tasks and coordinating across the HNW team to meet the needs of our HNW clients and branch teams.
• Understanding of Financial…