Wealth Management Advisor

6 days ago


Tempe, Arizona, United States Edward Jones Full time
Job Summary

We are seeking a highly skilled Senior Financial Strategist to join our Wealth Management Advice and Solutions team at Edward Jones. As a key member of our team, you will be responsible for providing tailored financial strategies to clients by partnering with our branch teams to review and analyze complex client needs and goals.

Key Responsibilities
  • Develop goals-based strategies for clients with complex needs using a team approach, requiring specific technical knowledge in tax planning and comprehensive financial planning.
  • Communicate with financial advisors and clients to gain understanding of client needs, aid in documenting client goals, articulate investment and financial planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and help build relationships with clients and financial advisors.
  • Serve as a subject matter expert for tax planning strategies that supports the creation of goals-based and financial planning recommendations for clients with complex needs.
  • Lead firm goals, projects, and initiatives to better serve branch teams and clients.
  • Drive department/team-wide goals, projects, and initiatives to better serve branch teams and clients.
  • Serve as a subject matter expert for complex cases requiring deep technical knowledge in tax planning and financial planning experience and have a strong understanding of upcoming rules/regulations and impacts to tax planning and financial planning concepts.
  • Stay abreast of tax planning concepts, market trends, investment opportunities, changes in financial regulations, etc. and share subject matter expertise with team, Financial Advisors, and clients.
Requirements
  • 9+ years' experience in the Financial Services Industry.
  • Bachelor's degree in business, Finance, Accounting, or Law required.
  • Broad knowledge of branch teams and branch structure.
  • Mastery of financial planning, investment strategies, tax planning, and estate planning.
  • Extensive experience dealing with high net worth clients and addressing their complex financial needs.
  • Exceptional analytical abilities for assessing complex financial situations and developing tailored solutions.
  • Ability to support a financial advisor in evaluating solutions-based strategies for client needs.
  • Understanding of Financial Advisor/and Branch Team Support member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings.
Work Environment

Our Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

About Edward Jones

We are building a place where everyone feels like they belong. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being.



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