Strategic Wealth Management Consultant
2 days ago
We are seeking a seasoned Strategic Wealth Management Consultant to join our team at Edward Jones. In this critical role, you will leverage your extensive knowledge and experience in tax planning and financial planning to support our financial advisors in serving their clients with complex needs.
Responsibilities- Develop goals-based strategies for clients with complex needs using a team approach that requires 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.
To be successful in this role, you will need:
- 9+ years' experience in the Financial Services Industry.
- CPA required.
- CFP required or process started within 6 months of hire.
- Series 7 and 66 required within 6 months of hire.
- Insurance license required within 6 months of hire.
- Bachelor's degree in business, Finance, Accounting, or Law required.
- Broad knowledge of branch teams and branch structure.
We offer a competitive salary range of $113,810 - $193,785, depending on location and experience. Our compensation package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. We also offer a 401(k) retirement plan and tax-advantaged accounts: health savings account, and flexible spending account. Plus, we observe ten paid holidays and provide 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. All associates are eligible for the firm's Employee Assistance Program.
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