Senior Wealth Strategist- Private Wealth Consulting

Edward Jones; Tempe (AZ); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical benefits

Dental

Vision

401k plan

Paid holidays

Vacation days

Volunteer day

Job summary

Edward Jones in Tempe, AZ, seeks a Senior Wealth Strategist to partner with financial advisors and home-office experts to deliver high-quality wealth management advice and estate planning solutions. The role focuses on tailored planning for high net worth clients within a collaborative team environment.

You will leverage firm tools, stay informed on planning concepts, and help guide complex financial strategies for clients across the U.S. and Canada.

Qualifications

• Minimum 9+ years in financial services
• CFP designation or in progress
• Series 7 and 66 required within 6 months
• Insurance license required within 6 months
• Bachelor's degree in Business, Finance, Accounting, or Law
• Ability to translate firm guidance into tailored client solutions
• Strong communication with financial advisors and clients

Responsibilities

• Serve as SME for complex financial planning cases (estate, tax, income, goals)
• Collaborate with home office and external experts to deliver holistic plans
• Communicate needs and document goals with advisors and clients
• Lead improvements in planning processes, tools, and guidance
• Stay current on market trends, regulatory changes, and planning concepts
• Support advisors in evaluating strategies and presenting recommendations

Skills

Financial planning

Client communication

Analytical skills

Partnership with advisors

Leadership

Education

Bachelor's degree in Business/Finance/Accounting/Law

Tools

Financial planning software

Job description

This job posting is anticipated to remain open for 30 days, from 12-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.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Team Overview

Generations® Consulting is a team within the Private Wealth area that serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation through investment solutions to high net worth (HNW) clients. We collaborate across Edward Jones home office teams and external 3rd party relationships to deliver personalized advice with a particular focus on financial planning, portfolio strategy, and guidance on complex wealth management strategies.

The Generations Consulting Team partners with branch teams to deliver a comprehensive review and analysis of HNW clients' financial planning needs and provides tailored financial strategies to help clients reach their goals.

What You Will Do

Senior Wealth Strategists partner with home office and third-party experts to support financial advisors and deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our High Net Worth clients' wealth management and estate planning needs. You will be called upon as an estate planning subject matter expert, on the firm's full suite of financial planning tools, investment offerings, and how they're leveraged to help clients define their financial goals and identify solutions to keep them on-track. Additionally, you will apply knowledge of financial planning disciplines to unique client circumstances and work directly with branch teams and their clients. You'll be joining a team of high-energy associates, with tenure ranging from years to decades, dedicated to personal development, inclusion and diversity, and partnering with financial advisors as part of the client team.

Responsibilities Include

• Serve as a subject matter expert for complex cases requiring deep financial planning expertise, including goal-based planning, income planning, protection, estate, and tax considerations.
• Communicate with financial advisors and clients to understand needs, articulate planning strategies, document goals, and build relationships.
• Partner with internal and external experts to deliver high‑quality holistic plans aligned with client financial goals.
• Stay abreast of planning concepts, market trends, regulatory changes, and evolving tools to support branch teams.
• Lead initiatives to improve planning processes, tools, and guidance for HNW clients.
• Interpret and leverage firm guidance to create tailored planning solutions.
• Support Financial Advisors in evaluating strategies and presenting planning recommendations to clients.

What Experience You Need

• 9+ years' experience in the Financial Services Industry
• Series 7 and 66 required within 6 months of hire
• Insurance license required within 6 months of hire
• CFP designation required (or in progress per department policy)
• Bachelor's degree in Business, Finance, Accounting, or Law required.
• Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client.
• Proficiency using financial planning software or tools and interpreting results
• Deep understanding of financial planning concepts and application
• Ability to review financial statements, planning documents, and identify planning opportunities.

What Could Set You Apart

• Advanced degree (MBA, JD, CPA, CFA, or other financial planning specialization).
• Mastery of financial planning, investment strategies, tax planning, and estate planning.
• Exceptional communication and presentation skills.
• Experience working with HNW clients and complex planning needs.
• Strong analytical ability to assess advanced financial situations and deliver tailored solutions.
• Understanding of Financial Advisor and Branch Team Support Member(s) structure
• Extensive experience dealing with high net worth clients and addressing their complex financial needs.
• Ability to support a financial advisor in evaluating solutions-based strategies for client needs

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

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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.

Benefits

• medical and prescription drug
• dental
• vision
• voluntary benefits (such as accident, hospital indemnity, and critical illness)
• short- and long-term disability
• basic life
• basic AD&D coverage
• short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates
• 401k retirement plan
• tax-advantaged accounts: health savings account, and flexible spending account
• ten paid holidays
• 15 days of vacation for new associates beginning on January 1 of each year
• sick time
• personal days
• paid day for volunteerism
• 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.