Private Wealth Paraplanner

This job posting is anticipated to remain open for 30 days, from 15-Oct-2026. The posting may close early due to the volume of applicants.

Team Overview:

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 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW with complex needs.

What You Will Do:

The High Net Worth Financial Planning Analyst position plays a critical role in supporting the HNW planning team. You will work in a collaborative team environment and provide support to our HNW planning team – at the direction of the Senior and Associate planners, you will apply knowledge of financial planning disciplines to unique client circumstances and be expected to create personalized client deliverables and financial plans. You will also be expected to create and maintain standard operating procedures and process, lead team projects, and occasionally collaborate with branch teams and HNW clients.

Responsibilities include:

• Support the Financial Planning Associates and Senior Planners by focusing on the preparation and support of financial plans, ensuring accuracy and timeliness, and addressing specific clients needs
• Coordinate and help with gathering client data, and financial documents and owning the process to support the Associate Planner
• Analyze client data and assist Associate Planner in creating comprehensive financial plan using the financial plan software
• Work closely with Associate Planner and Senior Planner on client's deliverables
• Support client meetings by preparing presentation materials and assisting with follow-up
• Maintain up to date client records, information and file and ensure compliance with regulatory requirements and planning team written supervisory procedures
• Create and maintain financial planning standard operating procedures, process flows, and how to guides for client facing materials, reports, financial plan summaries, etc.
• Create, maintain, and organize both team and branch facing team sharepoint site
• Partner with key stakeholders across the firm to execute on project work and ensure all key milestones and deadlines and captured and met
• Possess strong interpersonal, analytical and software skills to support the Financial Planning teams

Current Internal home-based associates please note: Even as a campus-based posted role you are eligible to apply and, if selected, you may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for campus-based presence.

What Experience You Need:

• Bachelors degree in Business, Finance, Accounting or Law required
• Series 7 and 66 required within 12 months of hire
• Insurance license required within 12 months of hire
• CFP obtain in accordance with firm policy
• Broad knowledge of branch teams and branch structure
• 5+ years of experience in the financial services industry

What Could Set You Apart:

• Experience with branch systems and tools, customer relationship management, estate planning,, financial planning, tax optimization, project planning, wealth management, problem solving
• Strong organizational and analytical skills
• Experience with high net worth clients

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

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.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.