Financial Services Consultant
6 days ago
We are seeking a highly experienced High Net Worth Strategist to join our team at Edward Jones. As a key member of our High Net Worth team, you will be responsible for developing and implementing comprehensive financial strategies for our clients with complex financial needs.
**Key Responsibilities:**
- Develop and implement comprehensive financial strategies 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: $140,000 - $200,000 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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