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Wealth Strategist II
3 months ago
Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
Team Overview:
Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. The Planning and Advice Consultation Group provides tailored financial strategies to clients by partnering with our branch teams to review and analyze complex client needs and goals.
As part of the client team, the Client Consultation Group within our Wealth Management Consultation department provides tailored financial strategies to clients by partnering with branch teams to review and analyze complex client needs and goals.
What you Will Do:
The Wealth Strategist II leverages the extensive resources of our home office to support our financial advisors in serving their clients with complex needs. This position is critical in serving as the primary contact between the two groups. You will be called upon as a financial planning subject matter expert, on the firm's full suite of financial planning tools and how they're leveraged to help clients define their financial goals and identify solutions to keep them on-track. Additionally, you will apply knowledge of financial planning disciplines to unique client circumstances and work directly with branch teams and their clients. You'll be joining a team of high-energy associates, with tenure ranging from years to decades, dedicated to personal development, inclusion and diversity, and partnering with financial advisors as part of the client team.
Responsibilities include:
- Develop solutions-based strategies for clients with complex needs using a team approach which require specific technical knowledge in a particular subject matter area.
- Communicate with financial advisors and clients to gain understanding of client's needs, aide in documenting client goals, articulate investment strategy and recommendations, identify expertise needed to help the client achieve their goal, and help build relationships with clients and financial advisors
- Serve as a subject matter expert for a specific topic that supports the creation of goals-based advice recommendations for clients with complex needs.
- Contribute to firm goals, projects and initiatives to better serve branch teams and clients.
- Contribute to department/team goals, projects and initiatives to better serve branch teams and clients.
- Serve as subject matter expert for complex cases requiring deep technical knowledge and experience.
Hiring Minimum: $81750
Hiring Maximum: $139194
Skills/Requirements
What Experience You Need:
- 7+ years' experience in the Financial Services Industry
- Series 7 and 66 required within 6 months of hire
- Insurance license required within 6 months of hire
- CFP designation (or equivalent) process began within 6 months of hire
- Bachelor's degree in business, Finance, Accounting or Law required
- This is a hybrid opportunity in either our St. Louis or Tempe offices- working 3x per week in office required.
What Could Set You Apart:
- Advance knowledge of financial planning, investment strategies, tax planning, and estate planning.
- Experience dealing with high net worth clients and addressing their complex financial needs.
- Strong analytical skills to research issues and apply appropriate solutions
- Ability to support a financial advisor in evaluating solutions-based strategies for client needs
- Understanding of Financial Advisor/ and Branch Team Support member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings.
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
About Us
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, 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.
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.
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