High Net Worth Strategist
1 week ago
This Financial Services Consultant role offers an exciting opportunity to join our High Net Worth team at Edward Jones. You will work closely with financial advisors and other team members to provide expert financial planning advice and guidance to our clients with complex financial needs.
**Key Responsibilities:**
- Develop and implement comprehensive financial plans for High Net Worth clients
- Collaborate with financial advisors and other team members to deliver exceptional client service
- Analyze client financial data and identify opportunities for financial growth
- Communicate complex financial concepts to clients in a clear and concise manner
**Requirements:**
- Bachelor's degree in Business, Finance, Accounting, or Law required
- CFP certification preferred
- 11+ years of experience in the financial services industry preferred
- Direct client service experience as a member of a High Net Worth client-facing professional team required
**What We Offer:
- Estimated salary: $130,000 - $190,000 per year
- A competitive benefits package, including medical and prescription drug coverage, dental and vision coverage, and more
- The opportunity to work with a dynamic and supportive team of professionals
Edward Jones is a Fortune 500 company that prioritizes people over profits. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we are committed to delivering exceptional client service and building long-term relationships.
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