Wealth Consultant II

Your passion. Our purpose. This could be powerful.

Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. **

Job Overview**

Position Schedule: Full-Time **

Opportunity Overview**

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

You 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), utilize all planning tools available in order to assist clients with their complex planning needs in order to achieve their goals.

You also have experience with portfolio construction and understand how to create an investment portfolio for HNW individuals that will allow them to achieve their long-term goals with the appropriate risk.

You actively engage as a high-performance team member. You have a commitment to continuous growth, strong communication and collaboration skills. **

Skills/Requirements**

Required:

• Bachelor's degree preferably in Business, Finance or Accounting
• Accredited financial planning designation (CFP, Pl. Fin-IQPF applicable for Quebec)
• CIRO licensed
• Strong consideration given for CIM, CFA levels 1 or 2 or CFA

Desired

• Professional designations such as CPA, LLP, 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. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones **

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.

View our Purpose, Inclusion and Citizenship Report.

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.