Wealth Strategist II, WMAS

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.Department: Wealth Management Advise and SolutionsWMAS is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. As part of the client team, the Client Consultation Group provides tailored financial strategies to high net worth clients by partnering with our branch teams to review and analyze complex client needs and goals.DescriptionSenior Wealth Strategists leverage the extensive resources of our home office to support our financial advisors in serving their high net worth clients with complex needs. This position plays a critical role in serving as the primary point of contact between the two groups. You will be called upon as a financial planning subject matter expert, with extensive tax expertise, on the firm''s full suite of financial planning tools 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 28 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. Responsibility Summary:Develop solutions-based strategies for high-net worth clients with complex needs using a team approach which require specific technical knowledge in a particular subject matter municate with financial advisors and clients to gain understanding of client''s needs, aide 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 advisorsServe as a subject matter expert for a specific topic that supports the creation of solutions-based recommendations for high-net worth clients with complex needs.Contribute to firm wide goals, projects and initiatives in order to better serve branch teams and high-net worth clients.Drive department/team wide goals, projects and initiatives in order to better serve branch teams and high-net worth clients.Serve as subject matter expert for complex cases requiring deep technical knowledge and extensive individual income tax experience.Education/Certification RequirementsBachelors degree in Business, Finance, Accounting or Law required, Advanced degree preferredSeries 7 and 66 required within 6 months of hireInsurance license required within 6 months of hireCFP® or CFA® required within 18 months of hire or obtaining Series 7 and 66CPA or income tax experience strongly preferred Years of Relevant Experience:9+ years of experience in the financial services industry preferredDirect client experience as a member of the client''s professional team preferredFunctional Skills:Strong presentation and communication skillsAbility 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.Proficiency using financial planning software or tools and interpreting resultsUnderstanding and alignment with the firm values, beliefs, policies, procedures as well as business goals2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine - Edward Jones was named No. 20 on the list. From FORTUNE ©2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation''s 19th annual scorecard on LGBTQ workplace equality.From The Human Rights Campaign. All Rights Reserved2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.J.D. Power, 2021 - Edward Jones has ranked ''highest in Employee Advisor Satisfaction among Financial Investment Firms'' in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study. Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors'' satisfaction among those who are employed by an investment services firm. Visit /awards for more information.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.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:Salary: $76798 - $130764Category: Headquarters

Created: 2025-09-06