Wealth Strategist I - Tempe, United States - Edward Jones

Edward Jones

Verified Company

Tempe, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Your passion. Our purpose. This could be powerful.
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 Advice and Solutions (WMAS) - Wealth Management Consultation Wealth Management Advice and Solutions is responsible for leading the firm in ensuring our clients are on track to meet their financial goals.

The Client Consultation Group provides tailored financial strategies to clients by partnering with our branch teams to review and analyze complex client needs and goals.

What you Will Do:

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.

Additional responsibilities include:

Develop goalsbased advice and strategies for clients with complex needs using a team approach.
Contribute to departmental objectives, projects and initiatives in order to better serve branch teams and clients
Provide branches with solutionsbased coaching to support the integration of financial planning.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being.

Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing.

The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum:
$70659

Hiring Maximum:
$116516

Skills/Requirements

What Experience You Need:

5 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 (or equivalent) process began within 6 months of hire
Bachelor's degree in Business, Finance, Accounting or Law required

What Could Set You Apart:

Indepth knowledge of the financial planning concepts
Ability to support a financial advisor in evaluating solutionsbased 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.

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:
Insights & Information Blog Postings about Edward Jones

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

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 Purpose, Inclusion and Citizenship Report.

1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

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.

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