Senior Wealth Strategist, CSG – CPA Required Job Vacancy in EDWARD JONES Saint Charles, IL 60174 – Updated today
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Company Name : EDWARD JONES
Location : Saint Charles, IL 60174
Position :
Job Description : 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 14,000+ branch offices where our more than 7 million clients live and work.
A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team’s ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
Opportunity Overview
Are you a CPA or do you have an extensive individual income tax expertise? 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 strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role? If you answered yes to these questions, the Senior Wealth Strategist role could be the right opportunity for you!
Department: Client Strategies Group – Client Consultation Group
The Client Strategies Group 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.
Description
Senior 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 area.
Communicate 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 advisors
Serve 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.
Qualifications Required for the Job: Knowledge, Skills and Abilities
Education/Certification:
Bachelors degree in Business, Finance, Accounting or Law required
Advanced degree preferred
Series 7 and 66 required or to obtain within 6 months of hire
Insurance license required 6 months of hire
CFP® or CFA® required (or started within 6 months per the department policy)
CPA or income tax experience strongly preferred
Years of Relevant Experience:
9+ years of experience in the financial services industry preferred
Direct client experience as a member of the client’s professional team preferred
Functional Skills:
Strong presentation and communication skills
Personal initiative and ability to collaborate
Ability to lead small groups and present findings in a clear and concise manner
Ability to lead a client meeting with multiple professionals
Exceptional organizational skills
Understanding of Financial Advisor/BOA/branch processes including the implementation of a solutions-based approach
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
Understanding and alignment with the firm values, beliefs, policies, procedures as well as business goals
FORTUNE 2020 – Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For® list.
From FORTUNE ©2020 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.
Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
2020 Corporate Equality Index – Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
Edward Jones named a top company for training, ranking No. 25 on Training magazine’s 2020 Training Top 125 list – the highest ranking among the financial-services industry!
Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified™ organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firm’s 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.
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: $105753 – $180067
Category: Headquarters
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