Opportunity OverviewOverview: The Partner Consultation Group focuses on maximizing the value to each partner type at Edward Jones by providing both proactive and reactive support, guidance and education. You will be at the forefront of transforming wealth management practices-bringing a strategic, forward thinking mindset as you partner directly with branch teams to unlock growth in order to build enduring, high performing practices.
As a Partner Consultant, you will be responsible for consulting with individual FAs and FA teams in order to help them feel confident to make business decisions about their partner relationship with the firm and business decisions about their practice. Additionally, you will play an integral role in identifying policy, education and program opportunities for partner models and FA teaming.
The Partnership Consultant will:- Support escalated and complex situations regarding any of the partner types which may include delivering sensitive messages and guidance about:
- Retirement/Succession planning
- FA teaming compensation strategy
- Partner earnings
- Retirement savings options
- Tax planning
- Eligibility for offerings
- Lead consultations with FAs delivering customized models to help the FAs to make informed decisions regarding the FA Teaming opportunity
- Conduct structured discovery to assess FA and FA team dynamics
- Use complex problem-solving and critical thinking skills to resolve situations
- Strive to continually build and deepen their business acumen/knowledge of each of the partner types in order to be a subject matter expert.
- Create education and communication material to raise the level of understanding of FA Teaming. Partnership Consultants will create and host webinars.
- Build strong relationships with Financial Advisors to be seen as a trusted consultant to our partners
- Draw information from multiple sources to identify, analyze, and resolve complex needs.
- Keep up to date on changes in tax laws, partnership agreements, processes or information necessary to provide accurate advice and guidance
- Identify trends, insights and needs of partners, proposing solutions and implementing changes.
- Act as a resource for other associates.
- Act as a trainer for new associates by building and maintaining the training material and topical resources.
- Utilize in-depth knowledge of department topics to research questions which vary in detail and level of complexity.
- Deliver consistent, high quality consulting experiences while continuously refining approaches and building expertise.
Position RequirementsWhat you'll need: - A Bachelor's Degree is required with an emphasis in Accounting or Finance strongly preferred. A Business degree is acceptable. CPA or international country equivalent (CA, CGA, or CMA) or working towards designation is a plus.
- 2-6 years of relevant work experience is required (Customer service, accounting, financial services industry, or Edward Jones experience).
- Strong understanding of the financial services industry, including business models and compensation structures.
- Strong communication and presentation skills, with the ability to simplify complexity and deliver clear, impactful messages
- High level of discretion, judgement and professionalism.
- Excellent analytical, problem solving and critical thinking skills
- Capable of assisting the leader in managing workflow and can act in a leadership capacity in the absence of a leader
- Experience balancing multiple priorities in a fast paced, consultative environment.
- Strong organizational and time management skills are required.
- Confidentiality: Ability to keep personal information (compensation, benefits, personal considerations, etc.) confidential.
What could set you apart:- Strong facilitation and consulting skills
- Prior experience working in or consulting for wealth management practice
Please note: Associate's working hours should align to 8 am to 5 pm central time. Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.
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.
