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Senior Wealth Strategist

2 months ago

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

We are seeking a highly skilled Senior Wealth Strategist to join our team at Edward Jones. As a key member of our Wealth Management Advice and Solutions (WMAS) group, you will play a critical role in supporting our financial advisors in serving clients with complex needs.

Key Responsibilities
  • Develop goals-based strategies for clients with complex needs using a team approach.
  • Communicate with financial advisors and clients to gain understanding of client needs and articulate investment and financial planning strategies.
  • Serve as a subject matter expert for a specific topic that supports the creation of goals-based and financial planning recommendations.
  • 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.
Requirements
  • 9+ years' experience in the Financial Services Industry.
  • Series 7 and 66 required within 6 months of hire.
  • Insurance license required within 6 months of hire.
  • CFP designation highly preferred.
  • Bachelor's degree in business, finance, accounting, or law required.
About Us

At Edward Jones, we value and respect our associates and their contributions. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. 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 are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership, and we strive to create an environment where everyone feels like they belong.