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Advising Specialist, Advice & Guidance - Client Strategies Group at Edward Jones

Posted in Finance 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: St. Louis, Missouri

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

Edward Jones, founded in 1922, is dedicated to helping serious, long-term individual investors achieve their financial goals by understanding their needs and implementing tailored solutions.

The Advising Specialist serves as a technical subject matter expert in the Advice & Guidance (A&G) area, which is a part of our Client Strategies Group Division. Much of this work requires a broad and deep understanding of the firm's A&G – and the branch and client experience – in order to help create and shape our A&G, and represent the integrity of A&G throughout the firm. This role requires informal people leadership through large firm initiatives and formal thought leadership.

The Client Strategies Group Division helps ensure that branch teams and our clients have a consistent supply of high-quality retirement, banking ,insurance, mutual fund, and education savings products aligned with the firm's investment philosophy and solutions-based advice and guidance. In addition, the group drives innovation that will enhance products, services, processes and systems to meet our current and future client needs. These areas play a pivotal role in supporting the firm's goals of deeply serving clients and associates serve as the firm's subject matter experts for their respective areas.

Key responsibilities

  • Partner with internal A&G units (Financial Planning, Investment Research and Investment Management) to help create and update A&G at Edward Jones.

  • Evaluate the firm's A&G content to ensure consistency and alignment with oversight.  Has an understanding of Edward Jones business model, investment philosophy and values.

  • Coordinate the process of updating and applying our A&G (e.g. CMAs, white papers, strategy reports, diagnostics, portfolio construction, etc.) through all firm delivery channels for intermediate level projects.

  • Serve as a SME for key stakeholders (Training, Service, CSG) and branch teams to ensure the integrity of the A&G is upheld through application and messaging.

  • Collaborate with key stakeholders as the A&G SME throughout the life cycle of projects, including planning, design and implementation for intermediate level projects.

  • Work in partnership with other firm areas (Service, Field Supervision, Compliance, Legal, Operations) to problem-solve issues that arise regarding application of firm A&G.

  • For A&G topics, production issues and/or branch team escalations, coordinate needed expertise from other A&G units. 

  • Monitor industry trends, competitors and regulatory changes.  Assess how those trends impact our business, messaging and the application of our A&G. 

  • Achieve results with and through others, including training others within the A&G business.

  • Bachelor's degree; 3+ years of relevant financial services experience

  • Series 7/66 required within 6 months of hire, consistent with department policy

  • CFP, CPA, CFA, law degree or other relevant designation strongly preferred. Begin CFA or CFP within six months.

  • Deep SME in at least one of the following or broad exposure and understanding of all of the following – foundational knowledge of investments, financial planning, financial planning topical area, financial planning tool(s)

  • Intermediate skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, problem solving, project management, verbal and written communication

  • Technical aptitude – knowledge of the following: firm's A&G, investment products, portfolio construction, or one of the financial planning concepts

  • Advanced knowledge of Edward Jones client and branch team tools, including Financial Foundation, Portfolio, Proposal Tool, JonesLink and other related tools

  • Advanced knowledge of Microsoft Office suite