Senior Wealth Management Internal Wholesaler
Company: EDWARD JONES
Location: Morrisville
Posted on: November 26, 2022
Job Description:
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.The Internal Wholesaling Team will be comprised of
financial planning subject matter experts, solely dedicated to
providing continuous and ongoing training, coaching, consultation,
and acumen-building to home office support areas, Strategic Product
Partners, and Branch Teams on the "what" and "how" of delivering
the Edward Jones signature experience to clients. This team's
primary responsibility will be to package, align, and communicate
the firm's financial planning strategy, inclusive of all Value Team
priorities and functional capability needs, to activate and
accelerate the full and evolving Edward Jones Client Team to
"Deliver Experiences" to tens of millions of clients and their
families.
As a Senior Wealth Management Internal Wholesaler, you will:
Serve as financial planning subject
matter expert with specialized expertise in designated firm
priorities (IAP, MoneyGuide Pro, etc.), with responsibility for
providing continuous and ongoing training, coaching, consultation,
and acumen-building to home office support areas, strategic product
partners, and branch teams on the "what" and "how" of GBA and
Financial PlanningImplement and ensure the effectiveness of GBA /
Financial Planning communication and training programs, co-creating
the strategy and development of face-to-face, virtual, online, and
other modes of training for branch teams, home office branch
support areas, and product partners Partner with others to lead the
firm's transformation efforts to help branch teams AND home office
evolve from delivering Goals-based Advice (GBA) to Fiduciary
Financial Planning. Establish relationships with Financial Advisors
and serve as a financial planning expert to gain branch team
confidence and enable them to deliver on our client value promise.
As needed, engage directly with clients as the specialized subject
matter expert alongside Financial Advisors.Partner as SME to
develop best practices on all existing and future financial
planning advice, planning, products, services, tools (Financial
Foundation, MoneyGuide Pro, IAP, Banking Offerings, etc.)Identify,
understand, and demonstrate the ability to apply and integrate
goals-based advice / financial planning proven practices from
client and branch insights into applicable branch team best
practices, including a working knowledge of branch team and client
support workflow to enact/train/skill-up key stakeholders to
support region teamsServe as informal leader to develop other team
members to serve as key contributors on enhancements and
improvements to systems and branch workflow tools. Provide
performance feedback and mentoring to help others grow.What is
Needed for this Position:
Minimum 5 years' experience within
financial services industry or internal wholesaling Bachelor's
degree requiredCompletion of Series 7 and Series 66 within 6
monthsBegin pursuing CFP -, ChFC -, or CFA - within 6 months of
joining teamWhat Could Set You Apart:
- Deep subject-matter expertise in Financial Planning principals,
technology, products, and solutions
- Previous experience in financial planning training, coaching,
and / or consultation
- Subject-matter expertise using MoneyGuide Pro or other similar
financial planning softwareExtensive experience working with
clients as a Financial Advisor or member of a planning team
- 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: $90628 - $154313
Category: Headquarters
Keywords: EDWARD JONES, Springfield , Senior Wealth Management Internal Wholesaler, Executive , Morrisville, Missouri
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