Senior Wealth Strategy Specialist (Goals-Based)

Edward Jones; St. Louis (MO); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Edward Jones in the U.S. Midwest is seeking a Wealth Strategist II to support financial advisors in serving clients with complex planning needs. You will act as a financial planning subject matter expert across the firm’s suite of planning tools and work directly with branch teams and clients to define goals and strategies.

The role emphasizes partnership, inclusion, and performance excellence as part of a privately owned, client-focused wealth management organization.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or Law required.
• 7+ years of experience in the financial services industry.
• Series 7 and 66 required or acquired within 6 months of hire.
• Insurance license required or acquired within 6 months of hire.
• CFP designation required or acquired in accordance with firm policy.

Responsibilities

• Develop goals-based strategies for clients with complex needs using a team approach.
• Partner with Financial Advisors to strengthen delivery of complex financial plans for high-value clients.
• Communicate with advisors and clients to understand needs, document goals, articulate investment strategy, and build relationships.
• Serve as subject matter expert for complex cases requiring deep knowledge.
• Contribute to firm-wide goals and initiatives to better serve branch teams and clients.
• Drive department-wide goals and initiatives to better serve branch teams and clients.
• Serve as a SME for complex cases with deep technical knowledge.

Education

Bachelors degree in Business, Finance, Accounting or Law

CFP designation

Job description

Edward Jones in the U.S. Midwest is seeking a Wealth Strategist II to support financial advisors in serving clients with complex planning needs. You will act as a financial planning subject matter expert across the firm’s suite of planning tools and work directly with branch teams and clients to define goals and strategies.

The role emphasizes partnership, inclusion, and performance excellence as part of a privately owned, client-focused wealth management organization.