Senior Wealth Strategist- High Net Worth Consultation

About the role

Generations Consulting is a team within the Private Wealth area of Edward Jones, serving 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 3rd party relationships to deliver personalized advice with a particular focus on financial planning, portfolio strategy, and guidance on complex wealth management strategies.

Responsibilities

• 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.

Requirements

• 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)
• 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
• Deep understanding of financial planning concepts and application
• Ability to review financial statements, planning documents, and identify planning opportunities
• Proficiency using financial planning software or tools and interpreting results

Qualifications

• 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

Skills

• Subject Matter Expertise in Complex Cases
• Communication and Relationship Building
• Collaboration with Internal and External Experts
• Plan Development and Implementation
• Staying Updated with Trends and Tools
• Leadership in Initiatives and Improvements
• Interpretation and Application of Firm Guidance
• Supporting Financial Advisors in Evaluating Strategies

Benefits

• Medical and Prescription Drug Coverage
• Dental Coverage
• Vision Coverage
• Voluntary Benefits (Accident, Hospital Indemnity, Critical Illness)
• Short-Term and Long-Term Disability Coverage
• Basic Life Insurance
• Basic AD&D Coverage
• 401(k) Retirement Plan
• Tax-Advantaged Accounts (Health Savings Account, Flexible Spending Account)
• Comprehensive Paid Time Off
• Associates Eligible for Bonuses and Profit Sharing
• Employee Assistance Program