Private Wealth Solutions Specialist

Edward Jones; St. Louis (MO); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Benefits package

Bonus programs

Job summary

Edward Jones seeks a Senior Advising Specialist in Generations® to shape capabilities, platforms, and roadmaps for high net worth clients. You will partner with wealth leaders and cross-functional teams to translate strategy into future-state solutions and investment roadmaps.

The role requires 7+ years in HNW/private wealth or investment management, and professional designations (CFP/CFA/CPA or equivalent).

Qualifications

• 7+ years of experience in high net worth, private wealth planning or investment management.
• Bachelor's Degree required.
• FINRA Series 7 & 66 within 6 months of hire.
• CFP, CFA, CPA, or other advanced designation required.
• Knowledge of wealth/investment tech such as Aladdin, FactSet, Bloomberg, MoneyGuide.
• Understanding of end-to-end investment management lifecycle.

Responsibilities

• Define and evolve the firm's capabilities, platforms, and operating model for high net worth client experience.
• Evaluate current and future-state capabilities to align with advisor needs and strategic objectives.
• Lead the development of business capabilities and investment roadmaps.
• Develop business cases and strategic recommendations for investments.
• Collaborate with Digital, Service, Compliance, Legal, Operations, and other stakeholders throughout initiatives.
• Serve as trusted advisor influencing outcomes and alignment across stakeholders.
• Monitor industry trends and regulatory changes to strengthen advisor and client outcomes.
• Mentor others within Generations®.

Skills

HNW wealth experience

Private wealth planning

Investment management

Strategic problem solving

Cross-functional collaboration

Education

Bachelor's degree

Tools

Aladdin

FactSet

Bloomberg

MoneyGuide

Job description

This job posting is anticipated to remain open for 30 days, from 19-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 (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:

Join the Edward Jones Generations® team and help shape the future of the platforms, ecosystems, and investment management for high net worth clients and the advisors who serve them. In this strategic role, you’ll bring together deep wealth management expertise, technology and data fluency, and enterprise leadership to define future-state capabilities, solve complex challenges, and turn an ambitious vision into an actionable roadmap.

What You Will Do:

• Partner with Generations® leaders and teams to define, enhance, and evolve the firm's capabilities, platforms, and operating model supporting the high net worth client experience.

• Evaluate current and future-state capabilities, processes, and infrastructure to identify opportunities that better align with business operations, advisor needs, client expectations, and strategic objectives.

• Lead the identification, prioritization, and development of business capabilities required to support Generations® initiatives, long-term growth strategies, and investment roadmaps.

• Develop business cases and strategic recommendations that inform investment decisions, capability roadmaps, and initiative prioritization.

• Collaborate with stakeholders and cross-functional teams, including Digital, Service, Field Supervision, Compliance, Legal, and Operations, throughout the full initiative lifecycle to identify challenges, design solutions, coordinate delivery, drive adoption, and enable continuous improvement.

• Serve as a trusted advisor and deep subject matter expert, influencing outcomes and driving alignment across stakeholders to advance capabilities, experiences, and operating model enhancements that support high net worth clients.

• Monitor industry trends, competitive developments, emerging wealth management capabilities, and regulatory changes; assess implications for the firm's Private Wealth strategy and recommend enhancements that strengthen advisor and client outcomes.

• Achieve results with and through others; serve as a mentor to others within Generations®.

This position is known internally as Senior Advising Specialist*

What Experience You Need:

• 7+ years of experience of HNW, private wealth planning and/or investment management experience

• Bachelor's Degree required

• FINRA series 7 & 66 required within 6 months of hire

• CFP, CFA, CPA, or other advanced designation required

• Knowledge of wealth and investment management technologies, including Aladdin, FactSet, Bloomberg, MoneyGuide, and related tools and platforms.

• Strong understanding of the end-to-end investment management lifecycle, including the platforms, processes, data, operations, and governance that support it.

• Demonstrated ability to translate business strategy into future-state capabilities, operating models, technology investments, and strategic roadmaps.

• Experience identifying, evaluating, and solving complex business challenges through strategic recommendations, business cases, and actionable plans.

• Proven ability to partner effectively across technology, digital, data, operations, product, compliance, and business teams.

• Ability to lead ambiguous, enterprise-scale initiatives from strategy and problem definition through solution design, prioritization, execution, and adoption.

• Ability to assess the impact of product, platform, process, and technology decisions on advisor effectiveness and HNW client experiences.

• Demonstrated ability to translate business and investment management strategy into future-state capabilities, operating models, technology investments, and strategic roadmaps.

• Experience identifying and evaluating complex business challenges and developing strategic recommendations, business cases, and actionable plans.

• Ability to lead ambiguous, enterprise-scale initiatives from strategy and problem definition through solution design, prioritization, execution, and adoption.

What Could Set You Apart:

• FINRA Series 24

• Experience with Salesforce Financial Services Cloud, Seismic, and high net worth performance reporting tools

• Demonstrated experience with business transformation efforts

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) .