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Senior Internal Wholesaler

2 months ago

Tempe, United States Edward Jones Full time
Your passion. Our purpose. This could be powerful.

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

Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do you have a background in financial planning? What about experience supporting Financial Advisors? If you answered yes to these questions, the Internal Wholesaler role could be the right opportunity for you

Team Overview:
In the Wealth Management Advice & Solutions (WMAS) division, we innovate, develop, evolve, and manage integrated advice, planning, products, and services, leveraging deep understanding of client and branch team needs. Business Banking Unit is an area within WMAS helping branch teams to serve clients more deeply and effectively through the development and delivery of products, services, and processes to help clients specifically with their cash, savings, spending, and borrowing needs. We achieve this by building better tools and resources for branches and clients to explore as part of their full financial picture, to enhance

The Internal Wholesaling Team will be comprised of financial planning subject matter experts, solely dedicated to providing continuous and ongoing training, coaching, consultation, and acumen-building to home office support areas, Strategic Product Partners, and Branch Teams on the "what" and "how" of delivering the Edward Jones signature experience to clients. This team's primary responsibility will be to package, align, and communicate the firm's financial planning strategy, inclusive of all Value Team priorities and functional capability needs, to activate and accelerate the full and evolving Edward Jones Client Team to "Deliver Experiences" to tens of millions of clients and their families.

What You Will Do:
  • Lead the firm's transformation efforts to help branch teams AND home office evolve from delivering Goals-based Advice (GBA) to Human-centered Complete Wealth Management (HCCWM)
  • Implement and ensure the effectiveness of GBA / HCCWM / Financial Planning communication and training programs in alignment with firm advice and guidance and in the context of a sound learning strategy
  • Serve as subject matter expert in co-creating the strategy and development of face-to-face, virtual, on-line and other modes of training for branch teams AND home office branch support areas on the "what" and the "how" of GBA / HCCWM (inclusive of all Advice, Planning, Products and Solutions, including, IAP, Banking Solutions, Protection, EJTC, MoneyGuide Pro, Salesforce, Voice of the client, and other firm priorities)
  • This role will particularly focus on Banking Solutions as part of Financial Planning and Signature Service
  • Partner with home office support areas (BRD, "BD" Coaching, P&D, ABTP, Compliance, Enterprise Learning, Service, etc.) to skill up associates and leaders to provide consistent, acumen-building, support and coaching to branch teams on the "what" and "how" of delivering GBA / HCCWM to clients
  • Proactively build relationships with FAs and serve as a financial planning SME to gain branch team confidence and enable them to deliver on our client value promise. As needed, engage directly with clients as the subject matter expert alongside Financial Advisors.
  • Participate, support, lead as SME on all existing and developing financial planning tools and resources (Financial Foundation, Portfolio including Builder, Rebalancer, and Screener, Money Guide Pro, etc.)
  • Participate, support, lead enterprise initiatives and or teams cross departmentally, divisionally and in the field to meet client's evolving needs and deliver human centered complete wealth management
  • Understand the current regulatory landscape and its impacts on appointment and branch team best practices, inclusive of technology
  • Balance demands of multiple complex projects with high degree of visibility and urgency
  • Identify, understand, and demonstrate the ability to apply and integrate goals-based advice / HCCWM proven practices from client and branch insights into applicable branch team best practices, including a working knowledge of branch team and client support workflow to enact/train/skill-up key stakeholders to support region teams
  • Support key stakeholder projects/teams to ensure comprehensive strategies are delivered to branch teams efficiently & effectively through the training, tools, and firm policy
  • Serve as a key contributor on enhancements and improvements to systems and branch workflow tools
  • Ensure the communication and application of timely opportunities and risks to branch teams as they relate to the client needs, branch processes and impact on different groups of our target clients
  • Uncovers issues and suggests and implements changes to procedures, processes and plans to increase operational efficiency and effectiveness
  • Actively contribute to the strategy of the department, area, and division
  • Articulate and advocate for the work of the department, area, and division
  • Actively keep abreast of the changing financial services landscape and recommend appropriate training that addresses any potential risks to the firm, through close collaboration with the division risk management team


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:

Hiring Minimum: $96471
Hiring Maximum: $164262

Skills/Requirements

What Experience You Need:
  • B.A / B.S. degree required
  • Completion of Series 7 and Series 66 within 6 months
  • Begin pursuing CFP®, ChFC®, or CFA® within 6 months of joining team (or have obtained an equivalent level of knowledge and expertise through a minimum of 15 years of financial services experience)
  • 5+ years' experience in the respective area or financial services industry and strong product knowledge
  • Travel around 25%.

What Could Set You Apart:
  • Knowledge of Financial Planning principals, technology, products, and solutions
  • Previous experience in training, coaching, and / or consultation
  • Experience using MoneyGuide Elite or other similar financial planning software
  • Experience working with clients as a Financial Advisor or member of a planning tea

Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Awards & 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

About Us

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.

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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