Private Wealth Banking Strategist

Edward Jones; Tempe (AZ); Hybrid; USD 130,000 - 190,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid holidays

Job summary

Edward Jones is seeking a Private Banking Strategist to shape a new offering for high-net-worth clients. Based in Tempe, AZ, you will design the framework and partner with senior planners and third-party providers to bring banking, lending, and cash management guidance to life in support of Generations associates and clients.

You will apply deep banking expertise to align with holistic wealth management, delivering client-focused strategies and input for product development while ensuring

Qualifications

• Bachelor's degree in Business, Finance, Accounting or other related degree.
• Series 7 and 66 required within 6 months of hire.
• Insurance license required 6 months of hire.
• CFP® preferred or obtained in accordance with firm policy.
• 8+ years Private Banking experience for HNW investors including securities-based lending, residential mortgage, commercial real estate, equipment financing (jets, yachts, etc.), life insurance premium financing, fine art financing, business banking.
• 11+ years of experience in the financial services industry preferred.
• Direct client service experience as a member of a HNW client-facing professional team required.
• Strong understanding of Financial Advisor and Branch Team processes, including implementation of Core Wealth, Banking, and Financial Planning offerings for HNW clients.
• Ability to interpret and apply firm advice and guidance to create tailored banking and lending solutions that integrate seamlessly into holistic financial plans.
• Deep expertise in the banking industry, including products, solutions, and strategies commonly used by HNW clients, and familiarity with their practical implementation.
• Ability to analyze complex client documents—such as banking and investment statements, personal financial statements, shareholder agreements, business agreements, executive compensation plans, and partnership agreements—to identify planning opportunities and recommend strategies

Responsibilities

• Design and launch the private banking offering, including frameworks, processes, and best practices aligned with Generations’ goals and HNW client needs.
• Serve as a subject matter expert for complex banking, lending, and cash management situations requiring deep technical knowledge.
• Partner with senior planners, financial advisors, and third-party experts to deliver high-quality Advice, Planning, Products, and Services (APPS) for HNW clients.
• Communicate effectively with advisors, HNW teams, and clients to understand goals, articulate complex strategies, and provide actionable recommendations. Act as a conduit between Edward Jones, the Banking Business Unit, and third-party providers to ensure timely, customized solutions aligned with firm guidance.
• Facilitate execution of banking, lending, and cash management strategies between third-party providers and HNW teams.
• Leverage financial planning tools to identify opportunities, integrate banking solutions into holistic plans, and monitor progress toward client objectives.
• Collaborate with internal stakeholders (Trust Co., Compliance, Legal, Operations, Senior Portfolio Strategists) to ensure alignment and evolution of HNW strategies.
• Contribute to strategic initiatives within WMAS to advance the firm’s HNW capabilities and future product development.
• Shape client-facing guidance on complex banking strategies and provide input on new products and services to meet evolving client needs

Skills

Private Banking experience

HNW clients

Securities-based lending

Residential mortgage

Commercial real estate

Education

Bachelor's degree in Business/Finance

CFP preferred

Job description

This job posting is anticipated to remain open for 30 days, from 05-Nov-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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT) .

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.

What You Will Do:

The Private Banking Strategist role offers a unique opportunity to shape and launch a new offering within a dynamic, startup-like environment. This individual will work strategically and creatively to evolve the vision for the private banking strategist role, design the framework, and bring it to life in support of Generations associates, advisors, and clients. This is a chance to make a meaningful impact and help define what banking, lending, and cash management support looks like for high-net-worth (HNW) clients at Edward Jones.

This individual must have extensive experience and deep technical knowledge of banking, lending, and cash management services to deliver guidance, influence strategic development, and ensure alignment with the firm’s holistic wealth management approach.

Responsibilities include:

• Design and launch the private banking offering, including frameworks, processes, and best practices aligned with Generations’ goals and HNW client needs.
• Serve as a subject matter expert for complex banking, lending, and cash management situations requiring deep technical knowledge.
• Partner with senior planners, financial advisors, and third-party experts to deliver high-quality Advice, Planning, Products, and Services (APPS) for HNW clients.
• Communicate effectively with advisors, HNW teams, and clients to understand goals, articulate complex strategies, and provide actionable recommendations. Act as a conduit between Edward Jones, the Banking Business Unit, and third-party providers (e.g., U.S. Bank, HNW Referral Network) to ensure timely, customized solutions aligned with firm guidance.
• Facilitate execution of banking, lending, and cash management strategies between third-party providers and HNW teams.
• Leverage financial planning tools to identify opportunities, integrate banking solutions into holistic plans, and monitor progress toward client objectives.
• Collaborate with internal stakeholders (Trust Co., Compliance, Legal, Operations, Senior Portfolio Strategists) to ensure alignment and evolution of HNW strategies.
• Contribute to strategic initiatives within Wealth Management Advice & Solutions (WMAS) to advance the firm’s HNW capabilities and future product development.
• Shape client-facing guidance on complex banking strategies and provide input on new products and services to meet evolving client needs

What Experience You Need:

• Bachelor's degree in Business, Finance, Accounting or other related degree required
• Series 7 and 66 required within 6 months of hire
• Insurance license required 6 months of hire
• CFP® preferred or obtained in accordance with firm policy
• 8+ years Private Banking experience for HNW investors including securities-based lending, residential mortgage, commercial real estate, equipment financing (jets, yachts, etc.), life insurance premium financing, fine art financing, business banking.
• 11+ years of experience in the financial services industry preferred
• Direct client service experience as a member of a HNW client-facing professional team required
• Strong understanding of Financial Advisor and Branch Team processes, including implementation of Core Wealth, Banking, and Financial Planning offerings for HNW clients.
• Ability to interpret and apply firm advice and guidance to create tailored banking and lending solutions that integrate seamlessly into holistic financial plans.
• Deep expertise in the banking industry, including products, solutions, and strategies commonly used by HNW clients, and familiarity with their practical implementation.
• Ability to analyze complex client documents—such as banking and investment statements, personal financial statements, shareholder agreements, business agreements, executive compensation plans, and partnership agreements—to identify planning opportunities and recommend strategies

What Could Set You Apart:

• Advanced degree preferred
• Prior commercial lending experience 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 (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)

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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .