JobsUSASenior Wealth Strategist
Company : Edward Jones
Location : St Louis, MO
Posted Date : 15 September 2025
Job Details
Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
Team Overview:
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 Management Consultation is an area within Wealth Management Advice and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation through investment solutions. We collaborate across WMAS to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics. The Client Consultation Group partners with branch teams to deliver a comprehensive review and analysis of client's financial planning needs and provides tailored financial strategies to help clients reach their goals.
What You Will Do:
Senior Wealth Strategists leverage 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, investment offerings 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 include:
- Develop Goals based strategies for clients with complex needs using a team approach which 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 and financial planning strategies and recommendations, identify expertise needed to help the client achieve their goals, 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 and financial planning recommendations for clients with complex needs.
- Lead firm goals, projects and initiatives to better serve branch teams and clients.
- Drive department/team wide goals, projects and initiatives to better serve branch teams and clients.
- Serve as subject matter expert for complex cases requiring deep technical knowledge and financial planning experience and have a strong understanding of upcoming rules/regulations and impacts to their area of expertise and financial planning concepts
- Stay abreast of financial planning concepts, market trends, investment opportunities, changes in financial regulations, etc. and share subject matter expertise with team, Financial Advisors, and clients
What Experience You Need:
- 9+ 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 highly preferred
- Bachelor's degree in business, Finance, Accounting or Law required
- Broad knowledge of branch teams and branch structure
- Mastery of financial planning, investment strategies, tax planning, and estate planning.
- Extensive experience dealing with high net worth clients and addressing their complex financial needs.
- Exceptional analytical abilities for assessing complex financial situations and developing tailored 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.
- Professional designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFP), CPA, or Juris Doctorate Degree.
Read More About Skills/Requirements
Awards & 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:
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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
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