Edward Jones

Senior Consultant - Strategic Advisory

Edward Jones • $120K — $204K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required, preferably in Accounting, Finance, or Economics; advanced degrees or certifications are preferred.
  • 5+ years of relevant experience in core strategy or analytical roles at top strategy consulting firms or financial services organizations.
  • Prior experience in Wealth Management with knowledge of its business segments and Practice Management is essential.
  • Ability to independently manage workstreams and contribute to multiple projects simultaneously.
  • Strong problem-solving skills through quantitative analysis and thinking.
  • Experience in high-impact strategy assignments and comfort in ambiguous, changing environments.
  • Strong verbal and written communication skills for effective thought leadership.

Responsibilities

  • Collaborate with senior leadership to implement strategic initiatives that drive growth.
  • Lead and facilitate strategy workshops, building trust-based relationships with stakeholders.
  • Analyze high-impact strategic issues and manage cross-functional teams for problem-solving tasks.
  • Effectively communicate findings and recommendations to senior leaders through structured presentations and written materials.
  • Monitor industry and competitive trends to create business outlooks and forecasts.
  • Manage multiple projects and ensure timely completion of deliverables.

Benefits

  • Medical, dental, and vision insurance, along with various voluntary benefits.
  • Short- and long-term disability, basic life, and AD&D coverage at no cost to associates.
  • 401k retirement plan and tax-advantaged accounts like health savings and flexible spending accounts.
  • Ten paid holidays and 15 days of vacation for new associates at the start of each year, in addition to sick time and personal days.
  • Paid day for volunteerism and eligibility for bonuses and profit sharing.
  • Employee Assistance Program available for all associates.
Full Job Description
Opportunity Overview

Edward Jones is seeking a highly skilled individual to serve as a Senior Consultant within a newly created Strategic Advisory team. This individual will be a key member of an advisory pod that will work with Enterprise and Business Segment Leaders to help advise and evaluate strategies for high-impact enterprise undertakings and growth initiatives. This role will support these strategic efforts, facilitate decision making exercises and strategy workshops, develop options and recommendations, and conduct scenario analysis.

What you will do...
  • Collaborate with senior leadership and offer consultative support to executives to determine and implement strategic next steps, driving Edward Jones' growth
  • Lead/facilitate strategic exercises and various strategy workshops with stakeholders across the firm and develop trust-based relationships with a deep understanding of internal client's business objectives and challenges
  • Conduct thorough analyses of high impact strategic issues confronting the firm, collaborating with, and managing cross-functional teams as required (incl. structuring problems, developing hypotheses, gathering data, analyzing results, and presenting findings to senior executives)
  • Communicate effectively with all audiences, including senior leaders, in a structured manner via presentations, meetings, and written communications
  • Track industry and competitive trends, and develop business outlook and forecasts where appropriate
  • Drive multiple projects simultaneously, ensuring timely completion of deliverables


Position Requirements

What You Will Need:
  • Bachelor's degree is required with an emphasis in Accounting, Finance, or Economics. Advanced Degree(s) or Certification(s) in Business, Accounting, Finance, Economics, or Analytics are preferred
  • 5+ years of relevant work experience, with a preference for core strategy and/or analytical work at leading Strategy Consulting Firms or Financial Services Organizations.
  • The role requires prior experience in Wealth Management with advanced familiarity about WM business segments and Practice Management
  • Capability to drive an independent workstream and manage contributions to the work of multiple projects
  • Ability to break down and solve problems through quantitative thinking and analysis
  • Experience contributing to high-impact strategy assignments and comfort with ambiguous, ever-changing situations
  • Ability to communicate effectively, both verbally and in writing, as the position will be responsible for significant thought leadership

Candidates that live within a commutable distance from our Tempe, AZ, St. Louis, MO home office locations, and/or that work within a Talent Capability and Generations Hub are expected to work in the office four days per week.

Any changes in strategic direction will be determined by the General Partner responsible for the business segment.

Salary Information

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.

Salary range for candidates located in St. Louis, MO
Hiring Minimum: $120,000.00
Hiring Maximum: $204,300.00

Salary range for candidates located in New York, New York
Hiring Minimum: $153,120.00
Hiring Maximum: $260,687.00

About Edward Jones

Edward Jones provides investment advisory and management services to individual investors. It also offers wealth management, retirement and college savings plans, insurance, and advisory services.

Edward Jones Careers

Join the thriving team at Edward Jones and be part of a company renowned for its commitment to professional growth and innovation. As a leader in the financial services industry, Edward Jones offers unparalleled job opportunities that empower you to shape your future and foster a culture of leadership and diversity.

Opportunities Await

At Edward Jones, we are constantly expanding our team with roles that challenge and reward our employees. Explore a range of positions that suit your skills and career ambitions, from entry-level to senior leadership roles. Whether you're looking for a full-time position or an internship, Edward Jones provides a platform for growth and learning.

Innovate and Lead

Step into a role at Edward Jones and join a culture steeped in innovation and leadership. Our professionals are at the forefront of developing new strategies for financial management, helping to drive the company forward while maintaining our commitment to client-centric solutions.

Grow With Us

Career growth is not just a possibility at Edward Jones—it is a promise. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to diversity and inclusion, ensuring all team members have the opportunity to thrive.

Benefits and Culture

Edward Jones is committed to offering a supportive work environment where every team member feels valued. Enjoy competitive benefits, including health, retirement plans, and family-friendly policies that make balancing your professional and personal life easier. Our culture promotes teamwork, respect, and integrity, all foundational to our business ethos.

Join Our Team

Are you ready to take the next step in your career? Edward Jones is hiring! We are looking for passionate, curious, and driven individuals to join our team. Bring your unique skills and perspective, and help us continue to offer top-tier financial solutions to our clients.

Networking and Professional Development

Networking at Edward Jones goes beyond connecting with colleagues; it involves engaging with a broad community of professionals dedicated to financial excellence and client service. Enhance your career through our robust networking channels and gain insights that can propel you to new heights.

Prepare for Your Future

Starting your career at Edward Jones is made smoother with resources like resume tips, interview coaching, and job matching based on your skills and interests. Personalize your job search with our tailored career advice and discover how Edward Jones can be the key to your professional success.

Stay Connected

Keep up to date with the latest from Edward Jones Careers by subscribing to our job alert emails. Receive personalized updates that match your career interests and get ahead with insider tips and industry-leading insights.

Explore Edward Jones Jobs

Search open positions that align with your career goals at Edward Jones. We look for individuals who are solution-driven, creative, and eager to take on challenges. Explore the opportunities and find out how you can contribute to our team’s success.

Edward Jones: A Place Where Careers Flourish

At Edward Jones, your career is our priority. Join us and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Your journey to professional excellence starts here.
Learn more about Edward Jones
Size
50,000 employees
Industry
Founded
1997

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