Current jobs related to Senior Wealth Strategist - St Louis - Edward Jones
-
Senior Tax Strategist High Net Worth Team
2 weeks ago
St. Louis, MO, USA, United States Edward Jones Full timeUnlock Your Potential as a Senior Tax StrategistAt Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Tax Strategist on our High Net Worth team, you'll play a critical role in delivering exceptional tax planning services to our high net worth clients.Key Responsibilities:Partner with our home office and external...
-
Senior Estate Strategist
3 days ago
St Louis, Missouri, United States Edward Jones Full timeUnlock Your Potential as a Senior Estate StrategistAt Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Estate Strategist, you'll play a critical role in providing expert guidance and support to our high-net-worth clients. Your passion for estate planning and financial strategy will drive our team's success, and...
-
Senior Estate Planning Strategist
2 weeks ago
St. Louis, MO, USA, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled Senior Estate Planning Strategist to join our Wealth Management Advice and Solutions (WMAS) division. As a key member of our High Net Worth team, you will partner with financial advisors and clients to deliver comprehensive wealth management and estate planning services.Key ResponsibilitiesDevelop and implement...
-
Senior Experience Strategist
4 weeks ago
St Louis, Missouri, United States Edward Jones Full timeTransform Client Experiences at Edward JonesEdward Jones is seeking a Senior Experience Strategist to join our Experience Center of Expertise. As a subject matter expert, you will play a key role in creating and optimizing experiences for our clients and branch team members. This highly collaborative and visible role will partner with senior leaders and...
-
Senior Real Estate Strategist
4 weeks ago
St Louis, Missouri, United States Edward Jones Full timeUnlock Your Potential as a Senior Real Estate StrategistAre you ready to take your career to the next level? Edward Jones is seeking a highly skilled Senior Real Estate Strategist to join our team.About the RoleAs a Senior Real Estate Strategist, you will play a critical role in supporting the physical branch office needs through the coordination of leasing,...
-
Senior Tax Strategist
2 months ago
Saint Louis, United States Edward Jones Full timeYour 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...
-
Senior Estate Strategist
5 days ago
St. Louis, United States Edward Jones Full timeYour 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...
-
Senior Estate Planning Strategist
3 weeks ago
St Louis, Missouri, United States Edward Jones Full timeUnlock Your Potential as a Senior Estate Planning StrategistAt Edward Jones, we're committed to helping our clients achieve their financial goals and secure their legacy. As a Senior Estate Planning Strategist, you'll play a critical role in delivering exceptional client experiences and driving business growth.About the RoleThis is a unique opportunity to...
-
Financial Planning and Tax Strategist
2 weeks ago
St Louis, Missouri, United States Edward Jones Full timeRole OverviewAs a Senior Tax Planning Strategist at Edward Jones, you will play a critical role in serving high-net-worth clients with complex financial needs. You will leverage the firm's extensive resources and external partnerships to deliver tailored tax planning solutions, working closely with financial advisors and branch teams to uncover, understand,...
-
Senior Portfolio Strategist
4 weeks ago
St Louis, Missouri, United States Edward Jones Full timeJob OverviewAs a Senior Portfolio Strategist on the High Net Worth team at Edward Jones, you will play a critical role in delivering personalized investment advice and portfolio management services to our high-net-worth clients. This is a unique opportunity to leverage your expertise in financial planning and investment management to make a meaningful impact...
-
Senior Tax Strategist
2 months ago
Saint Louis, United States Edward Jones Full timeYour 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...
-
Senior Strategist
2 months ago
Saint Louis, MO, United States Edward Jones Full timeMaybe the markets keep you up at night. Or your idea of a perfect day at the office is a deep dive into equity research. What you do every day helps people achieve and protect their financial goals. Position Schedule: Full-Time Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and...
-
Senior Tax Strategist
2 months ago
Saint Louis, MO, United States Edward Jones Full timeYour 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...
-
Senior Strategist
2 days ago
Saint Louis, MO, United States Edward Jones Full timeMaybe the markets keep you up at night. Or your idea of a perfect day at the office is a deep dive into equity research. What you do every day helps people achieve and protect their financial goals. Position Schedule: Full-Time Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and...
-
Senior Treasury Strategist
2 days ago
St Louis, Missouri, United States Schnuck Markets Full timeAbout Schnucks MarketsSchnucks Markets is a leading grocery retailer in the Midwest, committed to delivering exceptional customer service and quality products.Job OverviewWe are seeking a highly skilled Senior Treasury Strategist to join our team in St Louis, MO. As a key member of our finance department, you will play a critical role in supporting our...
-
Senior Tax Strategist, High Net Worth Team
2 weeks ago
St Louis, Missouri, United States Edward Jones Full timeUnlock Your Potential as a Senior Tax StrategistAt Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Tax Strategist on our High Net Worth team, you'll play a critical role in providing expert tax planning advice to our clients with complex financial situations.Key Responsibilities:Partner with our Financial...
-
Senior Paid Media Strategist
2 weeks ago
St Louis, Missouri, United States Perficient Full timeJob DescriptionWe are seeking a highly skilled Senior Paid Media Strategist to lead our digital media efforts and drive business growth. As a key member of our team, you will be responsible for developing and executing comprehensive paid media strategies that deliver exceptional results.Key Responsibilities:Develop and execute paid media strategies that...
-
Senior Tax Strategist
2 months ago
Saint Louis, MO, United States Edward Jones Full timeYour 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...
-
Senior Tax Strategist, High Net Worth Team
1 month ago
St. Louis, MO, USA, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled Senior Tax Strategist to join our High Net Worth team at Edward Jones. As a key member of our team, you will be responsible for providing expert tax planning advice to our high net worth clients, helping them achieve their financial goals and minimize their tax liabilities.Key ResponsibilitiesPartner with our...
-
Associate Portfolio Strategist
2 months ago
Saint Louis, United States Edward Jones Full timeYour 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...
Senior Wealth Strategist
2 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
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 Wealth Strategist role could be the right opportunity for you
Wealth Management Consultation is an area within Wealth Management Advice and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation through investment solutions. We collaborate across WMAS to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics. The Client Consultation Group partners with branch teams to deliver a comprehensive review and analysis of client's financial planning needs and provides tailored financial strategies to help clients reach their goals.
What you Will Do: Senior Wealth Strategists leverage 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, investment offerings 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 Goals based strategies for clients with complex needs using a team approach which requires 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 and financial planning strategies and recommendations, identify expertise needed to help the client achieve their goals, 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 and financial planning recommendations for clients with complex needs.
Lead firm goals, projects and initiatives to better serve branch teams and clients.
Drive department/team wide goals, projects and initiatives to better serve branch teams and clients.
Serve as subject matter expert for complex cases requiring deep technical knowledge and financial planning experience and have a strong understanding of upcoming rules/regulations and impacts to their area of expertise and financial planning concepts
Stay abreast of financial planning concepts, market trends, investment opportunities, changes in financial regulations, etc. and share subject matter expertise with team, Financial Advisors, and clients
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: $113810
Hiring Maximum: $193785
Skills/Requirements
What Experience You Need:
9+ 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 highly preferred
Bachelor's degree in business, Finance, Accounting or Law required
Broad knowledge of branch teams and branch structure
*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.
What Could Set You Apart:
Mastery of financial planning, investment strategies, tax planning, and estate planning.
Extensive experience dealing with high net worth clients and addressing their complex financial needs.
Exceptional analytical abilities for assessing complex financial situations and developing tailored 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.
Professional designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFP), CPA, or Juris Doctorate Degree.
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 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.
#LI-HO