Wealth Strategist II- Financial Planning and Insurance Strategy

Opportunity Overview

Do you have experience with financial planning, including working with business owners and employing insurance strategies? 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 Strategist II leverages 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 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.

• Develop Goals based strategies for clients with complex needs using a team approach which require specific technical knowledge in a particular subject matter area.
• Partner with Financial Advisors to strengthen delivery of complex financial plans for high-value clients and prospects, providing guidance and resources to enhance confidence and create an exceptional client experience.
• 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
• Serve as a subject matter expert for a specific topic that supports the creation of goals-based advice recommendations for clients with complex needs.
• Contribute to firm wide goals, projects and initiatives in order to better serve branch teams and clients.
• Drive department/team wide goals, projects and initiatives in order to better serve branch teams and clients.
• Serve as subject matter expert for complex cases requiring deep technical knowledge and experience.

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.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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:
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Check out our Canadian awards and accolades:
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