Financial Planner - Wealth Management

Job Description About Jefferies Jefferies, the global investment banking firm focused on serving clients for over 50 years, is a leader in providing insight, expertise and execution to investors, companies and governments. The firm provides a full range of investment banking, sales, trading, research and strategy across the spectrum of equities, fixed income, foreign exchange, and also select asset and wealth management strategies, in the Americas, Europe and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group (NYSE Listed - JEF), a diversified holding company. Position: Financial Planner We are looking for a highly qualified candidate for a Financial Planner position who is a self-starter with strong presentation, organizational and analytical skills. The Financial Planner will support advisory teams in Chicago as well as nationwide alongside New York based Managing Director on all Financial & Estate planning functions. Primary Responsibilities: Planning Resource Act as resource for distribution of financial planning concepts, issues and updates to advisory teams. Experience with planning for UHNW clientele with a focus on founders and executives. Oversee other Financial Planning training programs and initiatives as needed. Financial planning tools Primary responsibility for collection of client financial information and entry into Jefferies financial planning system. Ensuring that data in planning system is valid and up-to-date. Report generation and formatting. Train advisory team members on usage of, and best practices for eMoney. Maintenance of connections to custodial firms. Platform Expected to be key member of team driving the growth of financial planning platform for Chicago-based advisory teams. Required Background: The successful candidate will demonstrate: Strong interest in financial planning Familiarity with financial planning concepts (estates & trusts, insurance, stock options, taxes, cash flow planning) Experience with financial planning software; prior experience with eMoney preferred. Proficiency with Microsoft Office, Power Point, Excel, etc. Basic knowledge of investments and financial markets Strong analytical and technical abilities. Strong communication and follow-up skills Experience/ Skills : 4-year college degree 1 to 3 years' industry experience SIE - Securities Industry Essentials Examination AND Series 7 General Securities Representative Exam AND Series 63 Uniform Securities Agent State Law Exam AND Series 65 Uniform Investment Advisor, OR Series 66 Uniform Combined State Law/ Investment CFP, CPA or similar certification. Primary Location Full Time Salary Range of $120,000 - $130,000. The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave. About Us Jefferies Financial Group Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse. Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.

Created: 2024-10-19