Senior Practice Strategy Consultant

About the role

Join 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.

Responsibilities

• Lead sophisticated discovery engagements, translate complex data into clear insights
• Deliver customized, actionable recommendations grounded in best-in-class wealth management and practice management standards
• Continuously improve practice outcomes
• Influence tangible business results, shape the evolution of consulting offerings, and help practices move from vision to execution
• Collaborate closely as a collaborative team player who partners effectively across internal and external stakeholders, ensuring every engagement aligns with firm priorities while delivering exceptional value to branch teams

Requirements

• Bachelor's degree in business administration, Finance, or a related field required; Master's degree preferred
• 6+ years of relevant experience required; 11–14 years preferred
• Active Series 7 and Series 66 licenses required
• Strong knowledge of the financial services industry, including business models, compensation structures, client service strategies, and financial planning
• Demonstrated business and financial acumen with the ability to turn strategy into actionable recommendations
• Strong analytical, problem-solving, and critical-thinking skills
• Prior experience supporting practice growth, organizational design, operational efficiency, or succession planning
• Proven ability to influence and advise senior stakeholders, drive change, and communicate complex concepts in a clear and impactful manner
• Ability to manage multiple priorities in a fast-paced environment with a high degree of discretion, judgment, professionalism, and flexibility to travel as needed

Qualifications

• Advanced knowledge of practice management standards, team design, client service models, branch operations, and market dynamics
• Strong facilitation and consulting skills, including leading workshops or discovery sessions

Skills

• Strategic thinker and advisor who thrives on impact
• Enjoy solving complex business challenges
• Wants to play a key role in shaping the future of advisory practices

Benefits

• 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
• 401(k) retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account
• Ten paid holidays and 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
• Eligibility for bonuses and profit sharing
• Employee Assistance Program

Pay

Compensation provided for using, not obtaining, the rating.

Schedule

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.