Senior Wealth Strategist

2 weeks ago

Tempe, Arizona, United States Edward Jones Full time
Your Passion, Our Purpose

This could be a powerful opportunity. At Edward Jones, your work is meaningful, focusing on client relationships and helping individuals achieve their financial aspirations. Your role can significantly impact lives, including your own, thanks to our exceptional work-life balance.

Position Overview

Schedule: Full-Time

Team Overview:
Are you eager to engage in the wealth management process? Are you recognized as a strategic thinker and a strong collaborator? If you have a background in financial planning and experience supporting Financial Advisors, the Wealth Strategist position may be the right fit for you.

The Wealth Management Advice and Solutions (WMAS) team leads the firm in ensuring clients are on track to meet their financial objectives. The Planning and Advice Consultation Group delivers customized financial strategies by collaborating with branch teams to assess and analyze intricate client needs and goals.

Key Responsibilities:

As a Senior Wealth Strategist, you will utilize the extensive resources available to support financial advisors in addressing clients with complex needs, particularly in tax advisory. This role serves as the primary liaison between the two groups.

Your expertise in financial planning will be crucial as you assist clients in defining their financial goals and identifying solutions to stay on track. You will apply your knowledge of various financial planning disciplines to unique client situations, working directly with branch teams and their clients.

Specific Duties Include:
  • Developing goal-oriented strategies for clients with intricate needs through a collaborative approach that requires specialized knowledge in tax advisory and comprehensive financial planning.
  • Engaging with financial advisors and clients to understand their needs, document client goals, articulate investment and financial planning strategies, and foster relationships with clients and advisors.
  • Acting as a subject matter expert for tax advisory strategies that inform the creation of goals-based financial planning recommendations.
  • Leading initiatives to enhance service delivery to branch teams and clients.
  • Staying informed about tax planning concepts, market trends, and regulatory changes, sharing insights with the team, financial advisors, and clients.

Qualifications:

To excel in this role, you should possess:
  • A minimum of 9 years of experience in the Financial Services Industry.
  • Series 7 and 66 licenses, to be obtained within 6 months of hire.
  • An insurance license, also to be obtained within 6 months of hire.
  • A Bachelor’s degree in business, Finance, Accounting, or Law.
  • Broad knowledge of branch teams and structures.
  • CFP designation is highly preferred.

Additional Skills That May Set You Apart:
  • Mastery of financial planning, investment strategies, tax advisory, and estate planning.
  • Extensive experience working with high-net-worth clients and addressing their complex financial needs.
  • Exceptional analytical skills for evaluating intricate financial situations and developing tailored solutions.
  • Understanding of the processes involved in supporting Financial Advisors and Branch Team members.

Compensation:

The salary range for this position is based on national data, with actual pay reflecting skills, experience, education, and other relevant factors. The hiring minimum is $113,810, while the hiring maximum is $193,785.

At Edward Jones, we value our associates and their contributions, recognizing individual efforts through a rewards program that promotes long-term career growth, financial security, and well-being. We are committed to creating an inclusive environment where everyone feels they belong.

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