Senior Investment Consultant

2 weeks ago


Tempe, Arizona, United States Edward Jones Full time
Senior Strategist Role

Are you passionate about helping individuals achieve their financial goals? Do you have a strong background in financial planning and a deep understanding of the wealth management process? We're seeking a Senior Strategist to join our team at Edward Jones, a Fortune 500 company that values and respects its associates.

Key Responsibilities:
  • Develop and implement customized investment solutions that align with clients' financial plans and goals.
  • Provide expert-level consultations to high-net-worth clients, taking into account their unique needs, risk profiles, and account mandates.
  • Collaborate with financial advisors and other stakeholders to deliver personalized advice and guidance on complex wealth management topics.
  • Stay up-to-date with industry trends, competitors, and regulatory changes, and assess their impact on our product offerings and services.
  • Lead or contribute to strategic initiatives within the Wealth Management department and across the WMAS division.
Requirements:
  • Bachelor's degree required.
  • Charted Financial Analyst (CFA) designation required.
  • 6-10 years of experience in financial services or a related field.
  • Advanced skills in systems thinking, planning and organizing, relationship building, collaboration, critical thinking, and project management.
  • Proficiency in Microsoft Excel, databases, and wealth management software tools.
About Edward Jones:

We're a company that values and respects our associates and their contributions. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. Join us in building a place where everyone feels like they belong.



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