Wealth Strategist II- High Net Worth Consultation

This job posting is anticipated to remain open for 30 days, from 08-Jul-2026. The posting may close early due to the volume of applicants.

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.

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.

Generations Consulting is a team within the Private Wealth area that serves 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 third‑party relationships to deliver personalized advice with a particular focus on financial planning, portfolio strategy, and guidance on complex wealth management strategies.

The Generations Consulting Team partners with branch teams to deliver a comprehensive review and analysis of HNW clients' financial planning needs and provides tailored financial strategies to help clients reach their goals.

The Wealth Strategist II leverages the extensive resources of our home office to support our financial advisors in serving their clients with complex needs. This position is critical in serving as the primary contact between the two groups. You will be called upon as a financial planning subject matter expert, 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 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.

• Develop solutions‑based strategies for clients with complex needs using a team approach that requires specific technical knowledge in a particular subject matter area.
• Communicate with financial advisors and clients to gain an understanding of client needs, aid 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 goals‑based advice recommendations for clients with complex needs.
• Contribute to firm goals, projects and initiatives to better serve branch teams and clients.
• Contribute to department/team goals, projects and initiatives to better serve branch teams and clients.
• Serve as subject matter expert for complex cases requiring deep technical knowledge and experience.

• Bachelor's degree in business, finance, accounting or law required.
• 7+ 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 process began within 6 months of hire.

• Advanced knowledge of financial planning, investment strategies, tax planning, and estate planning.
• Experience dealing with high net worth clients and addressing their complex financial needs.
• Strong analytical skills to research issues and apply appropriate solutions.
• Ability to support a financial advisor in evaluating…