HNW Insurance Strategy Architect

Edward Jones; St. Louis (MO); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision coverage

401k retirement plan

Paid holidays and vacation

Employee Assistance Program

Job summary

Edward Jones is seeking an Insurance Strategist to shape a new offering for Generations clients. You will design the framework, act as SME, and collaborate with plans, advisors, and third parties to deliver high‑quality guidance and services to HNW clients.

You will ensure solutions align with holistic wealth management and firm guidance. The role requires extensive insurance expertise, Series 7/66 within 6 months, an insurance license, and a track record in servicing high‑net‑worth clients.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or related field.
• Series 7 and 66 required within 6 months of hire.
• Insurance license required.
• CFP designation preferred or obtained per policy.
• 11+ years in the financial services industry.
• Minimum of 8 years insurance experience for HNW clients.
• Direct client service experience on an HNW client-facing team.
• Deep expertise in insurance products and strategies for HNW clients.

Responsibilities

• Design and launch the insurance strategist offering and processes.
• Serve as SME for complex insurance situations for HNW clients.
• Collaborate with senior planners and advisors to deliver APPS.
• Communicate goals and provide actionable recommendations to clients.
• Coordinate with Edward Jones teams and providers for tailored solutions.
• Facilitate execution of insurance strategies with third parties.
• Leverage planning tools to integrate insurance into holistic plans.

Skills

Client service

Insurance knowledge

Strategic design

HNW client service

Education

Bachelor's degree in Business/Finance/Accounting or related

Series 7 and 66 within 6 months

Insurance license

CFP designation preferred

Job description

Edward Jones is seeking an Insurance Strategist to shape a new offering for Generations clients. You will design the framework, act as SME, and collaborate with plans, advisors, and third parties to deliver high‑quality guidance and services to HNW clients.

You will ensure solutions align with holistic wealth management and firm guidance. The role requires extensive insurance expertise, Series 7/66 within 6 months, an insurance license, and a track record in servicing high‑net‑worth clients.