Edward Jones
Senior Wealth Strategist- Business Owner Clients
Edward Jones, Saint Louis, Missouri, United States, 63146
Senior Wealth Strategist – Business Owner Clients
3 days ago – Be among the first 25 applicants
Base Pay Range $117,000.00/yr – $199,300.00/yr
Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful – because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work‑life flexibility, one of the lives it could enhance is yours.
Job Overview Position Schedule:
Full-Time
This posting is anticipated to remain open for 30 days, from 07-Nov-2025. The posting may close early due to the volume of applicants.
Team Overview Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do you have a background in financial planning, with an emphasis on tax strategies? What about experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you!
Private Wealth 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 Private Wealth 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.
What You Will Do 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 HNW clients' wealth management and financial planning needs as it relates to owning their business. You will be called upon as a subject matter expert on financial planning strategies relevant to business owners, 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.
Responsibilities Include
In partnership with other home office teams, help clients develop financial planning strategies relevant to their ownership of their business, including navigating acquisitions and exit strategies for their businesses
Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive financial planning expertise
Communicate with financial advisors and clients to gain understanding of client's needs, aid in documenting client goals, articulate strategies and recommendations relevant to business owners as clients, identify expertise needed to help the client achieve their goals, and build relationships with clients and financial advisors
Lead firm goals, projects and initiatives to better serve branch teams and clients
Drive department/team wide goals, projects and initiatives to better serve branch teams and clients
Stay abreast of financial planning concepts, market trends, investment opportunities, changes in financial regulations, etc. and share subject matter expertise with team, Financial Advisors, and clients
Help shape and inform high net worth client facing advice and guidance related to complex financial planning as well as provide input on future products and services needed to meet client needs
Benefits 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 401(k) 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.
What Experience You Need
9+ years' experience in the Financial Services Industry
Investment banking, mergers and acquisitions, accounting, or other experience working with business owners as clients
Series 7 and 66 required within 6 months of hire
Insurance license required within 6 months of hire
CFP designation highly preferred
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
Proficiency using financial planning software or tools and interpreting results
Familiarity with the formation of various business structures (LLC, partnership, C‑Corp, S‑Corp) and why certain structures are appropriate for certain situations
Deep expertise in financial planning strategies for business owners including but not limited to managing business and personal finances, cash flow, tax planning, retirement planning, risk management, debt management, etc. Candidates should have the ability to understand and explain these strategies as well as identify when strategy is appropriate to discuss with a client and aligns with their financial plan and goals
Ability to review business documents (i.e. LOI, sales contracts, operating agreements, partnership agreements, etc.) and identify opportunities to implement strategies that align to client goals
Need to demonstrate ability to understand and interpret how upcoming changes in legislation and regulatory environment may impact planning strategies for business owners
What Could Set You Apart
Mastery of financial planning, investment strategies, tax planning, and estate planning
Strong presentation and communication skills
Exceptional organizational skills
Understanding of Financial Advisor and Branch Team Support Member(s) structure
Extensive experience dealing with business-owner clients and addressing their complex financial needs
Exceptional analytical abilities for assessing complex financial situations and developing tailored solutions
Ability to support a financial advisor in evaluating solutions-based strategies for client needs
Advanced degree; CPA, CFA, CEPA or additional financial planning certification
Candidates that live within a commutable distance from our Tempe, AZ or St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
Current INTERNAL home-based associates:
While this role is posted as hybrid,
if selected and accepted, you may retain your home-based status . Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
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.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
#J-18808-Ljbffr
3 days ago – Be among the first 25 applicants
Base Pay Range $117,000.00/yr – $199,300.00/yr
Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful – because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work‑life flexibility, one of the lives it could enhance is yours.
Job Overview Position Schedule:
Full-Time
This posting is anticipated to remain open for 30 days, from 07-Nov-2025. The posting may close early due to the volume of applicants.
Team Overview Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do you have a background in financial planning, with an emphasis on tax strategies? What about experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you!
Private Wealth 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 Private Wealth 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.
What You Will Do 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 HNW clients' wealth management and financial planning needs as it relates to owning their business. You will be called upon as a subject matter expert on financial planning strategies relevant to business owners, 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.
Responsibilities Include
In partnership with other home office teams, help clients develop financial planning strategies relevant to their ownership of their business, including navigating acquisitions and exit strategies for their businesses
Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive financial planning expertise
Communicate with financial advisors and clients to gain understanding of client's needs, aid in documenting client goals, articulate strategies and recommendations relevant to business owners as clients, identify expertise needed to help the client achieve their goals, and build relationships with clients and financial advisors
Lead firm goals, projects and initiatives to better serve branch teams and clients
Drive department/team wide goals, projects and initiatives to better serve branch teams and clients
Stay abreast of financial planning concepts, market trends, investment opportunities, changes in financial regulations, etc. and share subject matter expertise with team, Financial Advisors, and clients
Help shape and inform high net worth client facing advice and guidance related to complex financial planning as well as provide input on future products and services needed to meet client needs
Benefits 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 401(k) 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.
What Experience You Need
9+ years' experience in the Financial Services Industry
Investment banking, mergers and acquisitions, accounting, or other experience working with business owners as clients
Series 7 and 66 required within 6 months of hire
Insurance license required within 6 months of hire
CFP designation highly preferred
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
Proficiency using financial planning software or tools and interpreting results
Familiarity with the formation of various business structures (LLC, partnership, C‑Corp, S‑Corp) and why certain structures are appropriate for certain situations
Deep expertise in financial planning strategies for business owners including but not limited to managing business and personal finances, cash flow, tax planning, retirement planning, risk management, debt management, etc. Candidates should have the ability to understand and explain these strategies as well as identify when strategy is appropriate to discuss with a client and aligns with their financial plan and goals
Ability to review business documents (i.e. LOI, sales contracts, operating agreements, partnership agreements, etc.) and identify opportunities to implement strategies that align to client goals
Need to demonstrate ability to understand and interpret how upcoming changes in legislation and regulatory environment may impact planning strategies for business owners
What Could Set You Apart
Mastery of financial planning, investment strategies, tax planning, and estate planning
Strong presentation and communication skills
Exceptional organizational skills
Understanding of Financial Advisor and Branch Team Support Member(s) structure
Extensive experience dealing with business-owner clients and addressing their complex financial needs
Exceptional analytical abilities for assessing complex financial situations and developing tailored solutions
Ability to support a financial advisor in evaluating solutions-based strategies for client needs
Advanced degree; CPA, CFA, CEPA or additional financial planning certification
Candidates that live within a commutable distance from our Tempe, AZ or St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
Current INTERNAL home-based associates:
While this role is posted as hybrid,
if selected and accepted, you may retain your home-based status . Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
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.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
#J-18808-Ljbffr