What are the responsibilities and job description for the Leader-Advising Solutions - Now Hiring position at EDWARD JONES?
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 15,000 branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
The Leader of Advising serves as both a leader and technical subject matter expert in the Tailored Solutions area. Much of this work requires a broad and deep understanding of the firm's advice and guidance (A&G) and the branch/client experience – in order to integrate the Firm's A&G and ensure the integrity of A&G throughout the firm. This role requires both formal people leadership and thought leadership, as well as informal leadership through large firm initiatives.
- Performs the duties of a Senior Advising Specialist plus leadership responsibilities.
- Lead the associates who partner with internal A&G units (Client Needs, Investment Research and Investment Management) to integrate A&G at Edward Jones. This requires an expert level knowledge of our A&G and how it's deployed firm-wide.
- Lead associates in the evaluation of the firm's A&G content to ensure consistency and alignment. Has a deep understanding of Edward Jones business model, investment philosophy and values.
- Oversee the process of updating and applying our A&G (e.g. CMAs, white papers, strategy reports, diagnostics, portfolio construction, etc.) through all firm delivery channels.
- Serve as a deep subject matter expert (SME) for key stakeholders (Training, Service, CSG) and branch teams to ensure the integrity of the A&G is upheld through application and messaging.
- Collaborate with key stakeholders as the A&G SME throughout the life cycle of projects, including planning, design and implementation.
- Use trends derived from internal A&G workflow to identify potential enhancements and/or changes needed to our A&G. Articulate the business case for any content or application changes by partnering with stakeholders.
- Assess industry and regulatory trend data in financial and investment planning in order to contribute to strategic discussions on how to evolve our A&G to best serve our clients.
- Work in partnership with associates on team and other firm areas (Service, Field Supervision, Compliance, Legal, Operations) to problem-solve complex issues that arise regarding application of our A&G.
- For advanced A&G topics, production issues and/or complex branch team escalations, lead and coordinate needed expertise from other A&G units.
- Manage the most complex A&G irregularities, disruptions and issues.
- Handle significant escalations from internal stakeholders and branches related to client account activity or issues with our A&G by using seasoned judgment to implement solutions and helping direct resources to achieve results.
- Achieve results with and through others; serve as a Leader and mentor to others across the firm.
- Responsible for developing associates on the team.
- Monitor industry trends, competitors and regulatory changes. Assess how those trends impact our business, messaging and the application of our A&G.
Bachelor's degree; 7 years of relevant financial services experience
Series 7/66 required within 6 months of hire, consistent with department policy
CFP is required.
CPA, CFA, law degree or other relevant license strongly preferred
Advanced knowledge of Edward Jones client and branch team tools, including Financial Foundation, Portfolio, Proposal Tool, JonesLink and other related tools
Technical aptitude –significant knowledge of the following: firm's A&G, investment products, portfolio construction, and financial planning concepts.
Series 7/66 required within 6 months of hire, consistent with department policy
CFP is required.
CPA, CFA, law degree or other relevant license strongly preferred
Advanced knowledge of Edward Jones client and branch team tools, including Financial Foundation, Portfolio, Proposal Tool, JonesLink and other related tools
Technical aptitude –significant knowledge of the following: firm's A&G, investment products, portfolio construction, and financial planning concepts.
- 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
- Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
- 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
- Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
- 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
- For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
- 2022 Best Places to Work For LGBTQ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
- Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ Equality.
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.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
Salary: $157962 - $268962
Category: Headquarters
Salary : $157,962 - $268,962
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