Opportunity OverviewTeam Overview:Generations® Consulting is a team within the Private Wealth area that serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation through investment solutions to high net worth (HNW) clients. We collaborate across Edward Jones home office teams and external 3rd party relationships to deliver personalized advice with a particular focus on financial planning, portfolio strategy, and guidance on complex wealth management strategies. The Generations Consulting Team partners with branch teams to deliver a comprehensive review and analysis of HNW clients' financial planning needs and provides tailored financial strategies to help clients reach their goals.
What You Will Do:Senior Wealth Strategists partner with home office and third-party experts to support financial advisors and deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our High Net Worth clients' wealth management and estate planning needs. You will be called upon as an estate planning subject matter expert, on the firm's full suite of financial planning tools, investment offerings, and how they're leveraged to help clients define their financial goals and identify solutions to keep them on-track. Additionally, you will apply knowledge of financial planning disciplines to unique client circumstances and work directly with branch teams and their clients. You'll be joining a team of high-energy associates, with tenure ranging from years to decades, dedicated to personal development, inclusion and diversity, and partnering with financial advisors as part of the client team.
Responsibilities include:
- Serve as a subject matter expert for complex cases requiring deep financial planning expertise, including goal-based planning, income planning, protection, estate, and tax considerations.
- Communicate with financial advisors and clients to understand needs, articulate planning strategies, document goals, and build relationships.
- Partner with internal and external experts to deliver high-quality holistic plans aligned with client financial goals.
- Stay abreast of planning concepts, market trends, regulatory changes, and evolving tools to support branch teams.
- Lead initiatives to improve planning processes, tools, and guidance for HNW clients.
- Interpret and leverage firm guidance to create tailored planning solutions.
- Support Financial Advisors in evaluating strategies and presenting planning recommendations to clients.
Position RequirementsWhat Experience You Need:- 9+ years' experience in the Financial Services Industry
- Series 7 and 66 required within 6 months of hire
- Insurance license required within 6 months of hire
- CFP designation required (or in progress per department policy)
- Bachelor's degree in Business, Finance, Accounting, or Law required.
- Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client.
- Proficiency using financial planning software or tools and interpreting results
- Deep understanding of financial planning concepts and application
- Ability to review financial statements, planning documents, and identify planning opportunities.
What Could Set You Apart:- Advanced degree (MBA, JD, CPA, CFA, or other financial planning specialization).
- Mastery of financial planning, investment strategies, tax planning, and estate planning.
- Exceptional communication and presentation skills.
- Experience working with HNW clients and complex planning needs.
- Strong analytical ability to assess advanced financial situations and deliver tailored solutions.
- Understanding of Financial Advisor and Branch Team Support Member(s) structure
- Extensive experience dealing with high net worth clients and addressing their complex financial needs.
- Ability to support a financial advisor in evaluating solutions-based strategies for client needs
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.
