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.
As a subject matter expert and a champion of Human Centered Complete Wealth Management on the Client Consultation Group, provide ongoing professional planning advice on complex strategies to branch teams and their high net worth clients.
Take an integrated and holistic approach to planning by collaborating with other internal subject matter experts and the client’s external professional advisors (i.e. tax, legal and other advisors), utilize all planning tools available in order to assist clients with their complex planning needs in order to achieve their goals.
Participates in a high performance team and contributes to continuous growth and creating a place of belonging.
Responsibility Summary:
Develop solutions-based wealth planning strategies for high-net worth clients with complex needs using a team approach
Personalize strategies to provide expert knowledge around issues affecting affluent clients, including but not limited to pension plans, holding companies, and charitable donations
Simplify complex strategies to assist branch teams and clients
Communicate with financial advisors and clients to gain understanding of client’s needs, aide in documenting client goals, articulate investment strategy and recommendations, identify expertise needed to help the client achieve their goal, and help build relationships with clients and financial advisors
Contribute to division objectives, projects and initiatives in order to better serve branch teams and high-net worth clients
Provide support to senior wealth strategists in preparation of client deliverables.
May provide ongoing feedback, coaching, training and guidance to Edward Jones associates and shares knowledge to help develop other associates.
Serve as relationship manager for internal firm stakeholders
Required:
Bachelors degree preferably in Business, Finance or Accounting
Accredited financial planning designation (CFP, Pl.Fin-IQPF applicable for Quebec)
Desired:
Professional designations such as CFA, CPA, LLP, JD, TEP
Life insurance license
Estate and/or tax courses
Strong understanding of the comprehensive financial planning process including: retirement planning, cash flow planning, investment planning, tax planning, estate planning and protection planning
Strong presentation and communication skills especially including the ability to present complex financial strategies in a manner that is easily understood
Strong analytical, organizational, and time-management skills and the ability to work within a fast-paced environment.
Proficiency with Microsoft Office, virtual meeting and financial planning software tools.
The ability to work well within a team environment.
Years of Relevant Experience:
a minimum of 5-7 years experience as a high net worth financial planner
2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine – Edward Jones was named No. 20 on the list.
From FORTUNE ©2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
2021 Corporate Equality Index – Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation’s 19th annual scorecard on LGBTQ workplace equality.
From The Human Rights Campaign. All Rights Reserved
2021 Training Top 100 list – Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
J.D. Power, 2021 – Edward Jones has ranked “highest in Employee Advisor Satisfaction among Financial Investment Firms” in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.
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.
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