High Net Worth Client Acquisition Strategist

You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.Job OverviewPosition Schedule: Full-TimeThis job posting is anticipated to remain open for 30 days, from 07-Nov-2025. The posting may close early due to the volume of applicants.Team Overview: The High Net Worth (HNW) Business Development supports advisors in attracting, retaining, and deepening client relationships by helping deploy the firm's products, services and capabilities to meet complex client and prospect needs. The team partners with Financial Advisors and collaborates across Edward Jones home office teams and external 3rd party relationships to deliver a wide range of personalized solutions spanning financial planning, portfolio strategy, trust and estate planning, and other complex and comprehensive wealth management strategies. The team owns the high-net-worth intake and pipeline management process and reporting with key stakeholders, and supports growth initiatives including acumen build and market activation strategies in partnership with other firm resources. What You Will Do: The HNW Client Acquisition Strategist will be responsible for the execution of key High Net Worth client acquisition and development strategies, supporting advisors with direct client engagement focused on winning new business through the representation of extensive resources of our HNW offerings, products & services. This position will serve as the representative of the firm's HNW offering to financial advisors, clients, and prospective clients. They will partner with advisors to engage clients and prospect opportunities and help develop tailored prospecting strategies to position the advisor to win new business. They will directly drive and support the sales process with potential opportunities. Responsibilities include: This role's primary responsibility will be to assist Financial Advisors in attracting, retaining, and deepening client relationships, and providing education on HNW strategies driven by the client's unique situation.This role will be called upon as a subject matter expert, with extensive knowledge in financial planning, trust and estate planning, investment management, and will apply knowledge of disciplines to unique client circumstances and work directly with branch teams and their clients.Leverage the extensive resources of our home office, including Private Wealth Consulting and Edward Jones Trust Company, to support our financial advisors in serving their HNW clients with complex needsPlay a critical role in serving as the primary point of contact between financial advisors and the HNW SegmentEducate Advisors on various HNW strategies and partner with them to integrate wealth structuring conceptsWork collaboratively with FAs and firm resources to provide comprehensive and customized wealth structuring strategies to clients and prospective clients.Work closely with Financial Advisors to build relationships with High Net Worth clients and prospects by providing guidance on HNW issues (i.e., estate and tax planning).Where appropriate, cultivate and maintain relationships with COI's in partnership with Financial Advisors, collaborating with clients' attorneys and accountants to represent the partnership of our firm's resources in the clients' estate, income tax and financial plans.Enhance branch and client experience by serving as informal leader to develop other team members to serve as key contributors on enhancements and improvements to process, workflows, and the client experience.Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.Hiring Minimum: $117000Hiring Maximum: $199300Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.Read More About Job OverviewSkills/RequirementsExperience You Need: Ability to travel to visit with branch teams and engage clients and prospects in person (~25-40%)Minimum 10 years of experience in Wealth Management industry with focus on HNW areas and delivering solutions through Financial AdvisorsExtensive experience working with clients as a Financial Advisor or member of a planning team, with clients of $5M+ investable assetsIn-depth knowledge of trust, estate, and tax planning strategiesStrong presentation and communication skillsPersonal initiative and ability to collaborateAbility to lead small groups and present findings in a clear and concise mannerAbility to lead a client meeting with multiple professionalsUnderstanding of Financial Advisor/BOA/branch processes including the implementation of a solutions-based approachAbility to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client.What Could Set You Apart: CFP, CFA, CTFA or commensurate experience highly preferredCandidates that live within in 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.Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.Read More About Skills/RequirementsAwards & AccoladesAt 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 JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin 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.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.#LI-HO

Created: 2025-11-08