Wealth Strategist I
Company: EDWARD JONES
Location: Springfield
Posted on: April 16, 2024
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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:
What Experience You Need:
What Could Set You Apart:
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
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here to apply!
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