Generations Client Acquisition Strategist

Edward Jones; Tempe (AZ); Vor Ort; USD 120.000 - 190.000; Vollzeit

Zusammenfassung

Edward Jones in Tempe, AZ is seeking a Client Acquisition Strategist to lead high net worth client acquisition and development strategies, partnering with advisors to win new business.

The role requires deep knowledge of financial planning, tax and estate planning, and investment management, with travel around 30-60% to engage branches and clients. CFP or CFA and Series 7/66 are expected, along with relevant wealth-management experience.

Qualifikationen

• Bachelors degree in Business, Finance, Accounting or Law required.
• Advanced degree preferred.
• Series 7 & 66 required within 6 months of hire.
• Insurance license required within 6 months of hire.
• CFP or CFA designation required (or started within 6 months).
• 6+ years of Financial Planning and/or Wealth Management experience with sales experience preferred.

Aufgaben

• Partner with Financial Advisors to attract, retain, and deepen HNW client relationships and provide coaching on deploying HNW strategies.
• Serve as a subject matter expert in HNW disciplines including financial planning, trust/estate planning, investment management, and tax strategies.
• Lead strategy for presentations and deliver customized solutions to home-office associates, branches, and clients.

Kenntnisse

Client engagement

Wealth management experience

Ausbildung

Bachelors degree in Business, Finance, Accounting or Law

Advanced degree preferred

Series 7 & 66 within 6 months of hire

Insurance license required

CFP or CFA designation

Jobbeschreibung

This job posting is anticipated to remain open for 30 days, from 13-Oct-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Team Overview

The Edward Jones Generations® team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. We’re looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do.

What You Will Do

The Client Acquisition Strategist is responsible for the execution of key HNW client acquisition and development strategies, supporting advisors with direct client engagement focused on winning new business through the representation of extensive resources of the firm's HNW offerings, products & services. This position will serve as the representative of the firm's HNW offering to financial advisors, clients, and prospective clients. They will partner with advisors to engage clients and prospect opportunities and help develop tailored prospecting strategies to position the advisor to win new business. They will directly drive and support the sales process with potential opportunities, while engaging and collaborating with resources across the firm to ensure FAs and clients are supported.

Responsibilities Include

• Partner with Financial Advisors to attract, retain, and deepen HNW client and prospective client relationships, and provide coaching and guidance on deploying HNW strategies that support clients' unique situations.
• This role will be called upon as a subject matter expert, with extensive knowledge in HNW disciplines (incl. financial planning, trust and estate planning, investment management, tax strategies) and will apply knowledge to unique client circumstances while working directly with branch teams and their clients.
• Lead the strategy and guidance for presentations to be delivered through multiple communication /presentation venues and channels; must be able to deliver customized solutions and plans by explaining and coaching on complex concepts in an understandable and actionable manner to home-office associates, branches and clients.
• Leverage and appropriately position the extensive resources of our home office, including Generations, Edward Jones Trust Company, M&A resources as well as the suite of other products and services to support our financial advisors in serving their HNW clients with complex needs.
• Work collaboratively with FAs and firm resources to educate and provide comprehensive and customized wealth structuring strategies to clients and prospective clients.
• Perform as a subject matter expert on the most advanced and ever evolving topics including tools or client solutions to our branches through the various channels such as Market Events, training and other forums that support driving business results.
• Represent and/or lead department, division, and/or firm-wide committees and projects
• Where appropriate, cultivate and maintain relationships with COI’s in partnership with Financial Advisors, collaborating with clients’ attorneys and accountants to represent the partnership of our firm's resources stakeholders.
• Ensure compliance with industry rules and regulations.

What Experience You Need

• Bachelors degree in Business, Finance, Accounting or Law required
• Advanced degree preferred
• Series 7 & 66 required within 6 months of hire
• Insurance license required 6 months of hire
• CFP or CFA designation required (or started within 6 months per the department policy)
• 6+ years of Financial Planning and/or Wealth Management experience required with sales experience in previous roles preferred
• Ability to travel to visit with branch teams and engage with clients and prospective clients in person or attend Market Events as needed. Travel estimated around 30-60%.
• Extensive experience working with clients as a Financial Advisor or member of a planning team, with clients of $5M+ investable assets
• Expert understanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings.
• Expert understanding of financial planning topics - goals planning, income planning, estate and tax planning, protection, etc.

What Could Set You Apart

• CPA, JD, or additional financial planning certification strongly preferred

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

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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.

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.