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Senior Wealth Strategist

2 months ago

St Louis MO USA, United States Edward Jones Full time
Unlock Your Potential as a Senior Wealth Strategist

At Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Wealth Strategist, you'll play a critical role in delivering personalized advice and tailored financial strategies to our clients. If you're passionate about financial planning, investment strategies, and client relationships, this could be the perfect opportunity for you.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients with complex needs
  • Collaborate with financial advisors to understand client goals and objectives
  • Provide expert advice on investment strategies, tax planning, and estate planning
  • Stay up-to-date on industry trends and regulatory changes to ensure clients receive the best possible advice
What We Offer:
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation package, including a base salary and bonus structure
  • A comprehensive benefits program, including health insurance, retirement savings, and paid time off
Requirements:
  • 9+ years of experience in the financial services industry
  • Series 7 and 66 licenses within 6 months of hire
  • Insurance license within 6 months of hire
  • CFP designation highly preferred
  • Bachelor's degree in business, finance, accounting, or law
About Us:

At Edward Jones, we're committed to making a positive impact in the lives of our clients and colleagues. We're a privately-owned company with a strong focus on client relationships and a culture of innovation and inclusion. If you're passionate about financial planning and client relationships, we encourage you to explore this opportunity further.