Wealth Strategist II: Complex Planning & Advisor Partner

Edward Jones; St. Louis (MO); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical and prescription drug

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in the St. Louis area is seeking a Wealth Strategist II to support Financial Advisors and deliver tailored planning for complex client needs.

You will be a subject matter expert across the firm's planning tools and work with branch teams to align goals with client objectives. As part of the Wealth Management and Field Management group, you will translate client goals into investment strategies, document requirements, and provide guidance to enhance the client experience while

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, and articulate investment strategy.
• Serve as subject matter expert for complex cases requiring deep technical knowledge.
• Contribute to firm-wide goals and initiatives to better serve branch teams and clients.
• Drive department goals and initiatives to better serve clients.

Education

Bachelor's degree in Business, Finance, Accounting or Law

CFP designation

Series 7 and 66 licensing

Insurance license

CFA designation (advantage)

Job description

Edward Jones in the St. Louis area is seeking a Wealth Strategist II to support Financial Advisors and deliver tailored planning for complex client needs.

You will be a subject matter expert across the firm's planning tools and work with branch teams to align goals with client objectives. As part of the Wealth Management and Field Management group, you will translate client goals into investment strategies, document requirements, and provide guidance to enhance the client experience while