Senior Wealth Management Consultant

7 days ago


St Louis, Missouri, United States Edward Jones Full time
Job Summary

We are seeking a highly skilled Senior Wealth Management Consultant to join our team. As a key member of our High Net Worth (HNW) client-facing professional team, you will be responsible for providing comprehensive wealth management services to our clients with complex financial needs.

In this role, you will work closely with our Financial Advisors and branch teams to deliver high-quality Advice, Planning, Products, and Services (APPS) that meet the unique needs of our HNW clients. You will leverage your deep understanding of financial planning concepts and estate planning strategies to develop customized solutions that help our clients achieve their financial goals.

This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our organization. If you have a passion for helping others achieve financial freedom and a strong background in financial planning and estate law, we encourage you to apply.

The ideal candidate will have 11+ years of experience in the financial services industry, with direct client service experience as a member of a HNW client-facing professional team. A Bachelor's degree in Business, Finance, Accounting or Law is required, and a CFP certification is preferred.

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