Senior Wealth Strategist- High Net Worth

Senior Wealth Strategist Planning

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.

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, with an emphasis on holistic planning strategies? What about experience supporting Financial Advisors? If you answered yes to these questions, the Senior Wealth Strategist Planning role could be the right opportunity for you! Generations Consulting is a team within the Private Wealth area that serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation through investment solutions to high net worth (HNW) clients. We collaborate across Edward Jones home office teams and external third-party relationships to deliver personalized advice with a particular focus on financial planning, portfolio strategy, and guidance on complex wealth management strategies. The Generations Consulting Team partners with branch teams to deliver a comprehensive review and analysis of HNW clients' financial planning needs and provides tailored financial strategies to help clients reach their goals.

What You Will Do:

• Serve as a subject matter expert for complex cases requiring deep financial planning expertise, including goal-based planning, income planning, protection, estate, and tax considerations.
• Communicate with financial advisors and clients to understand needs, articulate planning strategies, document goals, and build relationships.
• Partner with internal and external experts to deliver high-quality holistic plans aligned with client financial goals.
• Stay abreast of planning concepts, market trends, regulatory changes, and evolving tools to support branch teams.
• Lead initiatives to improve planning processes, tools, and guidance for HNW clients.
• Interpret and leverage firm guidance to create tailored planning solutions.
• Support Financial Advisors in evaluating strategies and presenting planning recommendations to 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 required (or in progress per department policy)
• Juris Doctorate or other graduate or postgraduate education specializing in complex estate planning highly preferred
• Bachelor's degree in Business, Finance, Accounting, or Law required.
• Ability 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 results
• Deep understanding of financial planning concepts and application
• Ability to review financial statements, planning documents, and identify planning opportunities.

What Could Set You Apart:

• Advanced degree (MBA, JD, CPA, CFA, or other financial planning specialization).
• Mastery of financial planning, investment strategies, tax planning, and estate planning.
• Exceptional communication and presentation skills.
• Experience working with HNW clients and complex planning needs.
• Strong analytical ability to assess advanced financial situations and deliver tailored solutions.
• Understanding of Financial Advisor and Branch Team Support Member(s) structure
• Extensive experience dealing with high net worth clients and addressing their complex financial needs.
• Ability to support a financial advisor in evaluating solutions-based strategies for client needs

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within 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: 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.

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.

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.