Emerging Wealth Strategist, Client Consultation Group

Tempe, Arizona (US)
Sep 07, 2019
Oct 07, 2019
Job Function
Wealth Management
Industry Sector
Investment Bank
Employment Type
Full Time

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work. A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

The Emerging Wealth Strategist is responsible for assisting in the development of solutions-based recommendations for high net worth clients with complex needs using a team based approach.  This will be done by:

Contributing to departmental objectives, projects and initiatives in order to better serve branch teams and high-net worth clients
Providing branches with solution-based tool strategy guidance in order to better serve high net worth clients with complex needs.
Completing Requests-for-Proposals in coordination with branch teams in an effort to build deeper relationships within the community.

* 3+ years Financial Services Industry or EDJ experience required
* 1+ years of experience with Insurance would be strongly preferred 
* Bachelor's degree in Business, Finance, Accounting or Law required
* Series 7 and 66 required within 6 months of hire
* Insurance license required within 6 months of hire
* CFP designation attempted within 18 months of hire and obtained within 24 months of hire
Functional Skills: 
* Understanding of Financial Advisor/BOA/branch processes including the implementation of the 5-step Asset Management process
* Ability to support a financial advisor in evaluating solutions-based strategies for client needs.
* Strong presentation and communication skills
* Personal initiative and ability to collaborate
* Exceptional organizational skills and attention to detail
* Understanding and alignment with the firm values, beliefs, policies, procedures as well as business objectives
Problem Solving:
* Results driven
* Well organized
* Strong analytical skills are necessary to research issues and apply appropriate solutions
* Requires critical thinking skills and sound judgment
* Demonstrates ability to handle multiple priorities
Technical Skills:
* Proficiency with Microsoft Office tools
* In-depth knowledge of the financial planning concepts and tools