Wealth Strategist II, WMAS

Position Type

Home Office

Position Schedule

Full-Time

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.

Posting Location

Arizona, Tempe, Missouri, St. Louis

Company Description

Join a financial services firm where your contributions are valued.  Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. 

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. 

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
 

External Flexible Work Option(s)

Hybrid, Onsite

Awards and Accolades

At Edward Jones, we are building a place where everyone feels like they belong.  We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Country

United States

Search Headquarters Positions by Area of Interest

Client Services & Operations, Investment Products and Strategy

Position Requirements

Qualifications Required for the Job:  Knowledge, Skills and Abilities 
  
 Education/Certification: 

• Bachelors degree required - Preferably in Business, Finance, Accounting or Law

• Advanced degree preferred 

• Series 7 and 66 required within 6 months of hire 

• Insurance license required 6 months of hire 

•  CFP® or CFA designation in accordance with firm policy 

Years of Relevant Experience: 

• 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.