Senior Private Wealth Strategy Advisor

Edward Jones

St. Louis (MO)

On-site

USD 120,000 - 180,000

Full time

6 days ago

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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®.