Wealth Strategist I

Company: EDWARD JONES
Location: Springfield
Posted on: April 16, 2024

Job Description:

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 - company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our .

1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Team Overview:
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 background in financial planning? What about experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you! Wealth Management Advice and Solutions (WMAS) - Wealth Management Consultation Wealth Management Advice and Solutions is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. The Client Consultation Group provides tailored financial strategies to clients by partnering with our branch teams to review and analyze complex client needs and goals.

What you Will Do:
Wealth Strategists leverage the extensive resources of our home office to support our financial advisors in serving their 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, on the firm's full suite of financial planning tools, investment offerings 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.

You'll be joining a team of 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.

Additional responsibilities include:

• Develop goals-based advice and strategies for clients with complex needs using a team approach.
• Contribute to departmental objectives, projects and initiatives in order to better serve branch teams and clients
• Provide branches with solutions-based coaching to support the integration of financial planning.
  What Experience You Need:
  5 years' experience in the Financial Services IndustrySeries 7 and 66 required within 6 months of hireInsurance license required within 6 months of hireCFP designation (or equivalent) process began within 6 months of hireBachelor's degree in Business, Finance, Accounting or Law required*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
  What Could Set You Apart:

  In-depth knowledge of the financial planning concepts Strong analytical skills to research issues and apply appropriate solutionsAbility to support a financial advisor in evaluating solutions-based strategies for client needsUnderstanding of Financial Advisor/ and Branch Team Support member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
  
  Check out our U.S. awards and accolades:
  
  Check out our Canadian awards and accolades: 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: $70659 - $116516
  Category: Headquarters

Keywords: EDWARD JONES, Springfield , Wealth Strategist I, Other , Springfield, Missouri