Senior Practice Strategy 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

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

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

What You’ll Need
Required

• Strong understanding of the financial services industry, including business models, compensation structures, client service strategies, and financial planning processes
• Demonstrated business and financial acumen with the ability to translate strategy into actionable recommendations
• Excellent analytical, problem solving, and critical thinking skills
• Proven ability to influence, advise, and drive change with senior stakeholders
• Strong communication and presentation skills, with the ability to simplify complexity and deliver clear, impactful messages
• Experience balancing multiple priorities in a fast paced, consultative environment
• High level of discretion, judgment, and professionalism
• This role may require travel

Preferred

• Advanced knowledge of practice management standards, team design, client service models, branch operations, and market dynamics
• Experience supporting practice growth, organizational design, operational efficiency, or succession planning
• Strong facilitation and consulting skills, including leading workshops or discovery sessions
• Prior experience working in or consulting for wealth management practice

Education / Previous Experience Requirements:

• Bachelor's degree in business administration, Finance, or a related discipline
• Master's Degree preferred
• 6 to 10 years minimum experience, preferred 11 to 14 years

Required Licenses/Certifications:

• Series 7 and Series 66

Preferred Licenses/Certifications:

• CFP, ChFC, CEPA

RTO Statement:
**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.**  

 

Salary Information

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary bene