Senior 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

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.