Wealth Strategist II

1 week ago

Saint Louis, 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 Wealth Strategist role could be the right opportunity for you

Department: Wealth Management Advice and Solutions (WMAS) - Wealth Management Consultation
Wealth Management Advice and Solutions is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. The Client Consultation Group provides tailored financial strategies to clients by partnering with our branch teams to review and analyze complex client needs and goals.

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.

Hiring Minimum: $81750
Hiring Maximum: $139194

Read More About Job Overview

Skills/Requirements

Qualifications Required in the Job:

Education/Certification:
  • Bachelor's degree in business, Finance, Accounting or Law required
  • Series 7 and 66 required within 6 months of hire
  • Insurance license required within 6 months of hire
  • CFP® or CFA designation in accordance with firm policy) strongly preferred

Years of Relevant Experience:
  • 5 years Financial Services Industry or EDJ experience strongly preferred

Functional Skills:
  • Demonstrates personal initiative, strong interpersonal and organizational skills
  • Understanding of Financial Advisor/ and Branch Team Support member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings.
  • Understanding and alignment with the firm values, beliefs, policies, procedures as well as business objectives.
  • Broad understanding of Edward Jones structure and support provided by the home office.
  • Proficiency using financial planning software or tools and interpreting results
  • Results driven
  • Well organized
  • Ability to adapt quickly
  • Strong analytical skills are necessary to research issues and apply appropriate solutions
  • Requires critical thinking skills and sound judgment
  • Demonstrates ability to effectively prioritize and engage necessary stakeholders

Communication Skills:
  • Ability to support a financial advisor in evaluating goals-based strategies for client needs.
  • Strong written and verbal communication skills
  • Strong presentation skills

Technical Skills:
  • Proficiency with Microsoft Office tools
  • In-depth knowledge of the financial planning concepts
  • Ability to engage, and resolve, highly complex/demanding branch and client situations

Problem Solving:
Problems faced by associates in this role tend to be routine, standardized and consistent. Achieve results independently and occasionally through others.

Decision Making:
The decisions in this position are high in impact.

Span of Influence:
The span of influence in this position is low. Wealth Management Consultation partners with Financial Planning, Investment Advisory, Advice & Guidance, Banking, Wealth Management Enablement, and other Wealth Management Advice & Solutions (WMAS) areas such as Client Consultation Group. Regularly interface with associates and leaders in Branch Development, Compliance, Finance, Legal, Risk, Products, Product Review, Operations, Service and Solutions.

Read More About Skills/Requirements

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

Read More About Awards & Accolades

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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