What are the responsibilities and job description for the Wealth Strategist I 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.
Team Overview:
The Wealth Management Advise and Solutions department is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. As part of the client team, the Client Consultation Group provides tailored financial strategies to high-net-worth clients by partnering with our branch teams to review and analyze complex client needs and goals.
Wealth Strategist leverages 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 financial planning subject matter expert, with tax expertise, 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 and work directly with branch teams and their clients.
What you Will Do:
The Wealth Strategist I is responsible for assisting in the development of solutions-based recommendations for high net-worth clients with complex needs using a team-based approach to manage and appropriately delegate incoming contacts to CCG to aid branch teams in working with high net worth clients.
You'll be joining a team of 28 high-energy associates, with tenure ranging from years to decades, dedicated to personal development, inclusion and diversity, and partnering with financial advisors as part of the client team.
As a Wealth Strategist I, you will:
The Wealth Management Advise and Solutions department is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. As part of the client team, the Client Consultation Group provides tailored financial strategies to high-net-worth clients by partnering with our branch teams to review and analyze complex client needs and goals.
Wealth Strategist leverages 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 financial planning subject matter expert, with tax expertise, 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 and work directly with branch teams and their clients.
What you Will Do:
The Wealth Strategist I is responsible for assisting in the development of solutions-based recommendations for high net-worth clients with complex needs using a team-based approach to manage and appropriately delegate incoming contacts to CCG to aid branch teams in working with high net worth clients.
You'll be joining a team of 28 high-energy associates, with tenure ranging from years to decades, dedicated to personal development, inclusion and diversity, and partnering with financial advisors as part of the client team.
As a Wealth Strategist I, you will:
- Develop solutions-based strategies to high-net worth clients with complex needs using a team approach.
- Contribute to departmental objectives, projects and initiatives in order to better serve branch teams and high-net worth clients.
- Provide branches with solution-based support coaching to support the integration of Human Centered Complete Wealth Management into their practice.
- Answer goals-based questions or direct those questions to other members of the team for more complex consultation.
- Assist Branch Teams by simplifying complex concepts and strategies and answering general wealth planning questions.
- Use planning tools to assist advisors in seeing opportunities they might have otherwise missed, to help their clients achieve their goals.
- Complete Requests-for-Proposals in coordination with branch teams to build deeper relationships within the community.
What Experience You Need:
What Could Set You Apart:
- 5 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 (or equivalent) process began within 6 months of hire
- Bachelor's degree in Business, Finance, Accounting or Law required
- Ability to travel 1-3 times per year to the St. Louis or Tempe Home Offices
What Could Set You Apart:
- In-depth knowledge of the financial planning concepts
- Strong analytical skills to research issues and apply appropriate solutions
- Ability to support a financial advisor in evaluating solutions-based strategies for client needs
- 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. Visit our career site 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: $68105 - $112305
Category: Headquarters
About the Company:
EDWARD JONES
Edward Jones is unlike any other investment firm. We believe that everything from our client-focused guiding principles, business philosophy and model, 33,000 dedicated associates, and our more than 10,000 branch offices throughout the U.S. and through our affiliates in Canada and the U.K make us unique. We are a leader in the financial services industry, yet we take a personal approach to business that starts with a face-to-face meeting between a Financial Advisor and an individual investor.
Every aspect of our business – from the location of our offices to the investments and services we offer – is aligned to help us better understand and meet our clients' unique needs. We strive to best serve our clients while providing our associates with the tools and resources they need to achieve more in their careers and lives. As the largest financial services firm to maintain a partnership structure, everyone feels a shared sense of purpose and accomplishment, and all full-time associates (whether they work at our headquarters or a branch office) have the opportunity to earn ownership in the firm. Edward Jones has been named to FORTUNE magazine's "100 Best Companies to Work For" list nine times with six top 10 finishes, including the No.4 ranking in 2008.
Search for jobs to learn more about our exciting Financial Advisor, Headquarters, Branch Office Administrator and Internship openings.
Company Size:
10,000 employees or more
Industry:
Financial Services
Founded:
1922
Website:
http://careers.edwardjones.com/us/index.html
Salary : $68,105 - $112,305
Sr. Wealth Strategist
Stifel -
Saint Louis, MO
Wealth Strategist I
Edward Jones -
Saint Louis, MO
Senior Wealth Strategist- Tax Planning
Edward Jones -
Saint Louis, MO
