Senior Wealth Strategist

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 500 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.

Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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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 3rd 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.

Senior Wealth Strategists partner with home office and third-party experts to support financial advisors and deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our High Net Worth clients' wealth management and estate planning needs. You will be called upon as an estate planning subject matter expert, on the firm's full suite of financial planning tools, investment offerings, 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.

• 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.

• 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…