Wealth Strategist II

Company: EDWARD JONES
Location: Westchester
Posted on: January 27, 2023

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role? If you answered yes to these questions, the Senior Wealth Strategist role could be the right opportunity for you!

Department: Wealth Management Advice and Solutions WMAS
The Wealth Management Advice and Solutions group is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. As part of the client team, the Client Consultation Group provides tailored financial strategies to high net worth clients by partnering with our branch teams to review and analyze complex client needs and goals.

Description
Wealth Strategist II leverages the extensive resources of our home office to support our financial advisors in serving their high net worth clients with complex needs. This position plays a critical role in serving as the primary point of contact between the two groups. You will be called upon as a financial planning subject matter expert, with tax expertise, on the firm's full suite of financial planning tools 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 28 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.

Responsibility Summary:Develop solutions-based strategies for high-net worth clients with complex needs using a team approach which require specific technical knowledge in a particular subject matter area.Communicate with financial advisors and clients to gain understanding of client's needs, aide 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 advisorsServe as a subject matter expert for a specific topic that supports the creation of solutions-based recommendations for high-net worth clients with complex needs.Contribute to firm wide goals, projects and initiatives in order to better serve branch teams and high-net worth clients.Drive department/team wide goals, projects and initiatives in order to better serve branch teams and high-net worth clients.Serve as subject matter expert for complex cases requiring deep technical knowledge and individual income tax experience.What You Need: 7+ years of experience in the financial services industry preferredBachelors degree in Business, Finance, Accounting or Law required; Advanced degree preferredSeries 7 and 66 required within 6 months of hireInsurance license required 6 months of hireCFP - required (or started within 6 months and completed prior to 18 months post-licensing per the department policy)

• Ability to travel 2-4 times per year to the St. Louis or Tempe Home OfficesWhat Could Set You Apart: Strong presentation and communication skillsAbility to lead small groups and present findings in a clear and concise mannerAbility to lead a client meetingUnderstanding of Financial Advisor/BOA/branch processes including the implementation of a solutions-based approach.Proficiency using financial planning software or tools and interpreting resultsAbility to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client.

• 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
  • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
    Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.

    For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.

    Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.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. 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:
    Salary: $78795 - $134163
    Category: Headquarters

Keywords: EDWARD JONES, Chicago , Wealth Strategist II, Accounting, Auditing , Westchester, Illinois