Opportunity OverviewThe In-Market Field Consultant partners directly with advisors and branch teams to drive practice growth, advisor productivity, and overall business performance. This role analyzes business opportunities, delivers consulting and implementation support, develops actionable growth plans, and connects advisors with the appropriate resources, products, services, and solutions to achieve their goals.
The consultant is responsible for identifying, advancing, and converting opportunities through the pipeline while documenting progress, monitoring outcomes, and ensuring accountability on key commitments. Success in this role is demonstrated through stronger adoption of growth strategies, enhanced coordination of Practice Growth resources, consistent advisor experiences that drive action, and measurable contributions to key business outcomes, including Net New Assets (NNA), Net New Households (NNH), Assets Under Management (ROA), and Financial Planning results.
- Meet with advisors and branch teams.
- Analyze practice opportunities and business performance.
- Deliver consulting and implementation support.
- Build action plans and connect advisors to appropriate resources.
- Advance opportunities through the pipeline.
- Document progress, follow up on commitments, and monitor outcomes.
What You Will Do:- Support the firm's adoption of Investment Advisory, Financial Planning, HNW / Generation, Workplace, and Banking solutions working with branch teams.
- Serve as a Product SME to design and deliver scalable training (in-person, virtual, one-on-one) on the "what" and "how," building advisor and leader capability through aligned coaching and enablement programs.
- Partner cross-functionally (Market Management, Practice Growth, Compliance, Enterprise Learning, Service) to lead enterprise initiatives and ensure consistent execution of training, tools, and strategies.
- Build trusted relationships with Financial Advisors, enabling delivery of the firm's client value proposition and engaging directly with clients as needed.
- Drive adoption and continuous improvement of IA/Banking tools by translating client and branch insights into enhanced workflows and scalable best practices.
- Execute multiple high-priority, complex initiatives with urgency.
- Identify and implement process improvements that increase operational effectiveness and enhance the advisor and client experience.
- Contribute to and advocate for departmental and divisional strategy.
- Monitor industry trends and emerging risks; partner with risk management to communicate impacts and develop training that mitigates risk and supports evolving client needs
Position RequirementsWhat You'll Need:- Bachelors Degree or higher.
- Series 7 and Series 66 required
- 4+ years' experience in their respective area, and/or financial services industry and strong product knowledge.
- Willing to travel 25-50% of the time.
What Could Set You Apart- CFP®, ChFC®, or other professional designations
- Knowledge of Investment Advisory and Banking products and solutions
- Previous experience in training, coaching, and / or consultation
- Experience working with clients as a Financial Advisor or member of a planning team
Salary InformationEdward 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.
