Wealth Strategist II

This job posting is anticipated to remain open for 30 days, from 08-Jul-2026. The posting may close early due to the volume of applicants. 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 third 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 The 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 is critical in serving as the primary 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 are 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 solutions-based strategies for clients with complex needs using a team approach that requires specific technical knowledge in a particular subject matter area. Communicate with financial advisors and clients to gain understanding of client’s needs, aide 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 goals, projects and initiatives to better serve branch teams and clients. Contribute to department/team goals, projects and initiatives 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. 7+ 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 process began within 6 months of hire. What Could Set You Apart Advanced knowledge of financial planning, investment strategies, tax planning, and estate planning. Experience dealing with high net worth clients and addressing their complex financial needs. Strong analytical skills to research issues and apply appropriate solutions. Ability to support a financial advisor in evaluating solutions-based strategies for client needs. Understanding of Financial Advisor and Branch Team Support member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings. 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. 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. Edward Jones’ compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for 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. #J-18808-Ljbffr Edward Jones