High Net Worth Wealth Strategist

4 weeks ago


Tempe, Arizona, United States Edward Jones Full time
About the Role

We're seeking a skilled High Net Worth Wealth Strategist to join our team at Edward Jones. As a key member of our High Net Worth team, you'll play a vital role in delivering exceptional wealth management services to our clients. Your expertise in financial planning, portfolio construction, and investment advice will enable you to provide personalized solutions to meet the complex needs of our high net worth clients.

Key Responsibilities
  • Partner with Financial Advisors to deliver end-to-end wealth management services to high net worth clients
  • Develop and execute team objectives, accountability measures, and drive team performance in support of departmental and firm objectives
  • Lead the strategy and guidance for presentations to be delivered through multiple communication and/or presentation venues and channels; must be able to deliver customized solutions and plans by explaining and coaching on complex concepts in an understandable and actionable manner to home-office associates, branches, and clients
  • Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client-specific emphasis, understand broad market opportunities and how they translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client-focused business-building ideas to meet the most complex needs
Requirements
  • Bachelor's degree in business, finance, accounting, or law
  • Series 7, 66, and 24 required
  • Minimum of 10 years industry-specific experience
  • Insurance license required 6 months of hire
  • Travel required up to 30%
  • CFP required
What We Offer

We're proud to offer a comprehensive compensation and benefits package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. Our 401(k) retirement plan and tax-advantaged accounts, such as health savings account and flexible spending account, provide opportunities for long-term financial security. We also offer 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing.

About Edward Jones

At Edward Jones, we're building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we've received. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We're an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. Our associates are seen, heard, respected, and supported, making us the best place to start or build your career.

Estimated Salary

The estimated salary for this role is between $136,571 and $232,541, based on national data and relevant factors such as skills, experience, education, and location.



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