Private Wealth Insurance Strategist

Edward Jones; Tempe (AZ); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Health insurance

401k retirement plan

Paid holidays & vacation

Employee Assistance Program

Job summary

Edward Jones in Tempe, AZ seeks an Insurance Strategist to shape and launch a new offering for Generations clients. This role requires deep technical knowledge of insurance and collaboration with senior planners, advisors, and third‑party experts to deliver high‑quality APPS for HNW clients.

You will design frameworks, become the SME for complex insurance situations, and ensure alignment with the firm's holistic wealth management approach.

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 firm policy.

Responsibilities

• Design and launch the insurance strategist offering with frameworks, processes, and best practices.
• Serve as a subject matter expert for complex insurance situations.
• Partner with senior planners, financial advisors, and third-party experts to deliver high-quality APPS for HNW clients.
• Communicate effectively with advisors, HNW teams, and clients to understand goals and provide actionable recommendations.
• Act as a conduit between Edward Jones, the Insurance Product Team, Field Supervision, and third-party providers to ensure timely, customized solutions.

Skills

Client service

Strategic thinking

Cross-functional collaboration

Education

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

CFP designation preferred

Insurance license required

Series 7 & 66 within 6 months

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 Insurance 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 insurance 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 insurance support looks like for HNW clients at Edward Jones. This individual must have extensive experience and deep technical knowledge of insurance services to deliver guidance, influence strategic development, and ensure alignment with the firm’s holistic wealth management approach.

Responsibilities include:

• Design and launch the insurance strategist offering, including frameworks, processes, and best practices aligned with Generations’ goals and HNW client needs.
• Serve as a subject matter expert for complex insurance 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 Insurance Product Team, Field Supervision, and third‑party insurance providers to ensure timely, customized solutions aligned with firm guidance.
• Facilitate execution of insurance strategies between third‑party providers and HNW teams.
• Leverage financial planning tools to identify opportunities, integrate insurance solutions into holistic plans, and monitor progress toward client objectives.
• Collaborate with internal stakeholders (Compliance, Legal, Operations, Senior Portfolio Strategists) to ensure alignment and evolution of HNW strategies.
• Contribute to strategic initiatives within Private Wealth to advance the firm’s HNW capabilities and future product development.
• Shape client‑facing guidance on complex insurance 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
• Series 7 and 66 required within 6 months of hire
• Insurance license required
• CFP® designation preferred or obtained in accordance with firm policy
• 11+ years of experience in the financial services industry
• Minimum of 8 years Insurance experience for HNW investors
• 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 insurance offerings for HNW clients.
• Ability to interpret and apply firm advice and guidance to create tailored insurance solutions that integrate seamlessly into holistic financial plans.
• Deep expertise in the insurance 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 statements, in‑force illustrations, and personal financial statements to identify planning opportunities and recommend strategies.

What Could Set You Apart:

• Advanced degree preferred
• Active FINRA licenses

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).