Senior Workplace Retirement Plan Consultant

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

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)

Remote

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

Investment Products and Strategy

Position Requirements

Education/Certification:

• Bachelor's degree preferred
• Series 7, 65 required; highly preferred to have upon hire, required to successfully obtain within first 6 months in the role
• CFP, CEPA, AIF industry certifications are preferred

Skills & Experience Needed:

• To be considered for Workplace Consultant, 3-5 years of experience required, 6-10 years preferred
• To be considered for Senior Workplace Consultant, 11-14 years of experience required, 15+ years preferred
• Business development, sales, and pipeline management experience
• Executive management and presentation, oral and written communication, business plan development and execution skills
• Client management skills: active listening; collaboration; relationship building; and management, flexibility and adaptability.

Functional Knowledge Required:

• Industry knowledge – Deep retirement plan and wealth management industry knowledge, and the convergence of the two. Knowledge of industry trends, competitive set, including retirement plan advisors, plan recordkeepers, TPAs, and asset managers. Understanding of tools and technologies that financial advisors use in the retirement plan market
• Understanding of how success in the Retirement Plan Business drives success in the wealth management business.
• Product knowledge – broad Retirement Plan knowledge of ERISA and