Wealth Consultant II

Wealth Consultant II at Edward Jones

At Edward Jones, there's power in partnership. Your passion and our purpose can make an impact together. Join a team that empowers you to shape the future of client service. Everything we do is focused on helping clients achieve what's most important to them, all while giving you the opportunity to innovate, collaborate, and grow.

What you do every day helps people achieve and protect their financial goals. You'll have access to cutting-edge tools, continuous learning programs, mentorship from experienced leaders, and a culture that values every voice and idea.

Job Overview

This is a Full-Time position.

As a subject matter expert and a champion of client-centered comprehensive planning and advice, and complete wealth management on the Client Consultation Group, the Wealth Consultant II will provide ongoing professional planning advice on complex strategies to branch teams and their high-net-worth clients.

They will take an integrated and holistic approach to planning by collaborating with other internal subject matter experts and the client's external professional advisors (i.e., tax, legal, and other advisors), utilizing all planning tools available to assist clients with their complex planning needs to achieve their goals.

The Wealth Consultant II will also have experience with portfolio construction and understand how to create an investment portfolio for high-net-worth individuals that will allow them to achieve their long-term goals with the appropriate risk.

The Wealth Consultant II actively engages as a high-performance team member, demonstrating a commitment to continuous growth, strong communication, and collaboration skills.

Responsibility Summary

• Develop solutions-based wealth planning strategies for high-net-worth clients with complex needs using a team approach.
• Personalize strategies to provide expert knowledge around issues affecting affluent clients, including but not limited to pension plans, holding companies, and charitable donations.
• Simplify complex strategies to assist branch teams and clients.
• Communicate with financial advisors and clients to gain understanding of client's needs, aid in documenting client goals, articulate investment strategy and recommendations, identify expertise needed to help the client achieve their goal, and help build relationships with clients and financial advisors.
• Contribute to division objectives, projects, and initiatives to better serve branch teams and high-net-worth clients.
• Provide support to senior wealth strategists in preparation of client deliverables.
• May provide ongoing feedback, coaching, training, and guidance to Edward Jones associates and shares knowledge to help develop other associates.
• Serve as relationship manager for internal firm stakeholders.

Benefits

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: $86,000
• Hiring Maximum: $146,400

Skills/Requirements

• Bachelor's degree preferably in Business, Finance, or Accounting.
• Accredited financial planning designation (CFP) is required.
• F.PI or PI.Fin (Pl.Fin-IQPF applicable for Quebec) preferred but not required.
• CIRO licensed.
• Strong consideration given for CIM, CFA levels 1 or 2, or CFA designation.

Desired Qualifications

• Professional designations such as CPA, LLB, JD, TEP.
• Life insurance license.
• Estate and/or tax courses.
• Strong understanding of the comprehensive financial planning process including: retirement planning, cash flow planning, investment planning, tax planning, estate planning, and protection planning.
• Strong presentation and communication skills, especially including the ability to present complex financial strategies in a manner that is easily understood.
• Strong analytical, organizational, and time-management skills and the ability to work within a fast-paced environment.
• Proficiency with Microsoft Office, virtual meeting, and financial planning software tools.
• The ability to work well within a team environment.

Years Of Relevant Experience

• A minimum of 5-7 years experience as a high net worth financial planner.

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. and Canadian awards and accolades through our Insights & Information Blog Postings.

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.

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.

Key skills/competency

• Wealth Management
• Financial Planning
• High-Net-Worth Clients
• Portfolio Construction
• Investment Strategy
• Tax Planning
• Estate Planning
• Client Consultation
• Financial Advice
• CFP Certification