More jobs:
Job Description & How to Apply Below
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.
Job Overview
Position
Schedule:
Full-Time
As a subject matter expert and a champion of client-centered comprehensive planning and advice and complete wealth management on the Client Consultation Group, the Wealth Consultant II will provide ongoing professional planning advice on complex strategies to branch teams and their high-net-worth clients. They will 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.
They will also have experience with portfolio construction and understand how to create an investment portfolio for HNW individuals that will allow them to achieve their long-term goals with the appropriate risk. The Wealth Consultant actively engages as a high-performance team member. They have a commitment to continuous growth, strong communication and collaboration skills.
Responsibilities
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, aid 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
Benefits
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. Visit our career site 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:
Hiring Minimum: $86000
Hiring Maximum: $146400
Skills/Requirements
Bachelors degree preferably in Business, Finance or Accounting
Accredited financial planning designation (CFP)
F.PI or PI.Fin (Pl.Fin-IQPF applicable for Quebec) preferred but not required
CIRO licensed
Strong consideration given for CIM, CFA levels 1 or 2 or CFA
Desired
Professional designations such as CPA, LLB, 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
Awards & Accolades
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:
Insights & Information Blog Postings about Edward Jones. Check out our Canadian awards and accolades:
Insights & Information Blog Postings about Edward Jones.
About Us
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…
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×