Senior Practice and Wealth Management In-Market Wholesaler

There's power in partnership.

Your passion. Our purpose. We can make an impact together. Join a team that empowers you to shape the future of client service. Everything we do is focused on helping clients achieve what's most important to them, all while giving you the opportunity to innovate, collaborate and grow.

What you do every day helps people achieve and protect their financial goals. You'll have access to cutting‑edge tools, continuous learning programs, mentorship from experienced leaders, and a culture that values every voice and idea.

Position

Schedule:

Full‑Time

This job posting is anticipated to remain open for 30 days, from 03-Mar-2026. The posting may close early due to the volume of applicants.

This individual will drive prioritized business results by engaging and inspiring others to increase adoption of new strategic practice models enabling branch teams to deliver comprehensive advice and planning. Senior External Wholesalers spend a high percentage of their time traveling (60‑70%) to engage with branch and regional teams face to face, leveraging exceptional presentation skills with a high degree of IQ and EQ to accelerate learning and increase adoption of firm prioritized topics and messages (i.e., Teaming, Multi‑Financial Advisor Practices, strategic additions to registered and un‑registered practice support functions – tying practice structure to providing Financial Planning and usage of Banking, Money Guide, Investment Advisory, Signature Experience).

Wholesales engage through large group presentations and personalized 1:1 Coaching/Consultation. These associates are expected to be able to learn topics quickly and help branch teams make connections across all of our various practice management priorities.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage. Short‑ and long‑term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax‑advantaged accounts: health savings account, and flexible spending account.

Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page ().

Hiring Minimum: $120000

Hiring Maximum: $204300

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a‑3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).

A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30..

• Excellent Public Speaking, Presenting and Storytelling skills
• Consultative Selling experience
• Superior ability to coach Financial Advisors
• Exceptional relationship building skills
• Technical knowledge within tools related to the driving firm practice valuations and revenue growth.
• Financial Planning knowledge (pursuit of CFP or min of 15 years of financial services experience required at minimum for role)
• Knowledge of practice model structures and teaming within the Financial Services Industry
• Bachelor's Degree
• 10 to 15 years experience as a wholesaler in the Financial Services Industry
• Candidates must hold at least one of the following professional designations: CFP, ChFC, or CFA

Candidates that live within a commutable distance from our Tempe, AZ and St.…