Senior Practice Strategy Consultant

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.

About the role

As a Senior Practice Strategy Consultant, you’ll be at the forefront of transforming wealth management practices—bringing a strategic, forward-thinking mindset with a client-centric approach as you partner directly with branch teams to unlock growth, strengthen leadership structures, and build enduring, high-performing organizations.

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
• 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
• Experience supporting practice growth, organizational design, operational efficiency, or succession planning
• Strong facilitation and consulting skills, including leading workshops or discovery sessions
• Prior experience working in or consulting for wealth management practice

This is an opportunity for a strategic thinker and advisor who thrives on impact, enjoys solving complex business challenges, and wants to play a key role in shaping the future of advisory practices.

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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

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.

For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).

A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.