1+ months

Wealth Strategist II, CSG

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103
Apply Now
Apply on the Company Site
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role? If you answered yes to these questions, the General Wealth Strategist role could be the right opportunity for you!

Department: Client Strategies Group - Solutions & CEI Consultation
The Client Strategies Group is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Client Consultation Group, a team within CSG, exists to provide branch teams with a single point of contact at the home office to help branches more deeply serve high net worth clients with complex needs.

General Wealth Strategists leverage the extensive resources of our home office to support our financial advisors in serving their high net worth clients with complex needs. This position plays a critical role in serving as the primary point of contact between the two groups. You will be called upon as a subject matter expert on the firm's full suite of financial planning tools and how they're leveraged to help clients define their financial goals and identify solutions to keep them on-track. Additionally, you will apply knowledge of financial planning disciplines to unique client circumstances

You'll be joining a team of 25 high-energy associates (as part of a larger department with 50+ associates across two countries), with tenure ranging from years to decades, dedicated to personal development, inclusion and diversity.

Responsibility Summary
* Develop solutions-based recommendations for high-net worth clients with complex needs using a team approach which requires technical knowledge for a subject matter area in addition to broader financial concepts.
* Present recommendations to advisors and clients as part of a team or individually.
* Participate in departmental projects and initiatives in order to more deeply serve branch teams and high-net worth clients.

* 3+ years of industry experience strongly preferred
* Bachelors degree in Business, Finance, Accounting or Law required
* Experience with client meetings with legacy and/or personal taxation situations
* Series 7 & 66 required or attainable within 6 months of hire
* CFP or CPA preferred
* Certified Financial Planner (CFP) or Certified Financial Analyst (CFA) required or process to begin within 6 months of hire and must actively pursue consistent with department policy.
* Exceptional written, verbal, organizational, and communication skills ability to simplify the complex
* Personal initiative and ability to collaborate
* Strong understanding of Edward Jones processes including the implementation of the financial planning process
* Understanding and alignment with the firm values, beliefs, policies, procedures as well as business objectives

* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Posted: 2021-01-25 Expires: 2021-03-27
Sponsored by:
ADP Logo

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Wealth Strategist II, CSG

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast