High Net Worth Insurance Strategist

Overview

This job posting is anticipated to remain open for 30 days, from 21-Jan-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.

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

The Edward Jones Generations® team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.

The Insurance Strategist role offers a unique opportunity to shape and launch a new offering within a dynamic, startup-like environment. This individual will work strategically and creatively to evolve the vision for the insurance strategist role, design the framework, and bring it to life in support of Generations associates, advisors, and clients. This is a chance to make a meaningful impact and help define what insurance support looks like for HNW clients at Edward Jones.

This individual must have extensive experience and deep technical knowledge of insurance services to deliver guidance, influence strategic development, and ensure alignment with the firm’s holistic wealth management approach.

Responsibilities include:

• Design and launch the insurance strategist offering, including frameworks, processes, and best practices aligned with Generations’ goals and HNW client needs.
• Serve as a subject matter expert for complex insurance situations requiring deep technical knowledge.
• Partner with senior planners, financial advisors, and third-party experts to deliver high-quality Advice, Planning, Products, and Services (APPS) for HNW clients.
• Communicate effectively with advisors, HNW teams, and clients to understand goals, articulate complex strategies, and provide actionable recommendations.
• Act as a conduit between Edward Jones, the Insurance Product Team, Field Supervision, and third-party insurance providers to ensure timely, customized solutions aligned with firm guidance.
• Facilitate execution of insurance strategies between third-party providers and HNW teams.
• Leverage financial planning tools to identify opportunities, integrate insurance solutions into holistic plans, and monitor progress toward client objectives.
• Collaborate with internal stakeholders (Compliance, Legal, Operations, Senior Portfolio Strategists) to ensure alignment and evolution of HNW strategies.
• Contribute to strategic initiatives within Private Wealth to advance the firm’s HNW capabilities and future product development.
• Shape client-facing guidance on complex insurance strategies and provide input on new products and services to meet evolving client needs.

• Bachelor's degree in Business, Finance, Accounting or other related degree
• Series 7 and 66 required within 6 months of hire
• Insurance license required
• CFP® designation preferred or obtained in accordance with firm policy
• 11+ years of experience in the financial services industry
• Minimum of 8 years Insurance experience for HNW investors
• Direct client service experience as a member of a HNW client-facing professional team required
• Strong…