Wealth Strategist II- Financial Planning and Insurance Strategy

Job Overview Do you have experience with financial planning, including working with business owners and employing insurance strategies? Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do you have a background in financial planning? What about experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you! Wealth Strategist II leverages the extensive resources of our home office to support our financial advisors in serving their clients with complex needs. This position plays a critical role in serving as the primary point of contact between the two groups. You will be called upon as a financial planning subject matter expert, on the firm's full suite of financial planning tools 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 Develop goals based strategies for clients with complex needs using a team approach which require specific technical knowledge in a particular subject matter area. Partner with Financial Advisors to strengthen delivery of complex financial plans for high value clients and prospects, providing guidance and resources to enhance confidence and create an exceptional client experience. Communicate with financial advisors and clients to gain understanding of client’s needs, aid in documenting client goals, articulate investment strategy and recommendations, identify expertise needed to help the client achieve their goal, and help build relationships with clients and financial advisors. Serve as a subject matter expert for a specific topic that supports the creation of goals based advice recommendations for clients with complex needs. Contribute to firm wide goals, projects and initiatives in order to better serve branch teams and clients. Drive department/team wide goals, projects and initiatives in order to better serve branch teams and clients. Serve as subject matter expert for complex cases requiring deep technical knowledge and experience. Qualifications Bachelor’s degree in Business, Finance, Accounting or Law required. Advanced degree preferred. Series 7 and 66 required within 6 months of hire. Insurance license required within 6 months of hire. CFP or CFA designation in accordance with firm policy. 7+ years of experience in the financial services industry preferred. Functional Skills Personal initiative and ability to collaborate. Strong presentation and communication skills. Ability to lead small groups and present findings in a clear and concise manner. Ability to lead a client meeting. Exceptional organizational skills. Understanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core wealth, Banking, and Financial Planning offerings. Understanding and alignment with the firm values, beliefs, policies, procedures as well as business objectives. Proficiency using financial planning software or tools and interpreting results. Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client. Understanding of financial planning concepts and strategies. Problem Solving Problems faced by associates in this role tend to be advanced, complex and unstructured. Achieve results independently and occasionally through others. Decision Making The decisions in this position are medium in impact. Span of Influence The span of influence in this position is high. Wealth Management Consultation partners with Financial Planning, Investment Advisory, Advice & Guidance, Banking, Wealth Management Enablement, and other WMAS areas such as Client Consultation Group. Regularly interface with associates and leaders in Branch Development, Compliance, Finance, Legal, Risk, Products, Product Review, Operations, Service and Solutions. Location & Work Arrangement While this role is posted as hybrid, if selected and accepted, you may retain your home based status. Edward Jones intends in good faith to continue offering the role as home based, though future business or regulatory needs may require on site work. 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 effective June 1, 2026. Before June 1, 2026, 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 three days per week, with preference for Tuesday through Thursday. EEO Statement 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. #J-18808-Ljbffr Edward Jones