Senior Advising Specialist, Client Strategies Group

Company: Edward Jones
Location: Naperville
Posted on: May 15, 2022

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.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.

The Senior Advising Specialist serves as a technical subject matter expert in the Advice & Guidance (A&G) area. Much of this work requires a broad and deep understanding of the firm's A&G and the branch and client experience in order represent the integrity of A&G throughout the firm. This role requires informal people leadership through large firm initiatives and formal thought leadership.


Key Responsibilities:

• Evaluate the firm's A&G content to ensure consistency and alignment with oversight. Understands 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 complex 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 complex issues that arise regarding application of firm A&G.
• For advanced A&G topics, production issues and/or complex 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 & Solutions business.Qualifications:
  Bachelor's degree; 7+ years of relevant financial services experienceSeries 7/66 required CFP is requiredCPA, CFA, law degree or other relevant license is strongly preferred. Knowledge of the firm's A&G including deep knowledge of investment products, portfolio construction and financial planning concepts within 6 months upon hire.Advanced skills in some of the following areas:Systems ThinkingPlanning and OrganizingRelationship buildingCollaborationCritical thinkingProblem solvingProject managementVerbal and written communicationTechnical aptitude significant knowledge of the firm's A&G including deep knowledge of investment products, portfolio construction and financial planning conceptsKnowledge of industry financial planning tools and technical application.Microsoft Office suiteExpert knowledge of Edward Jones client and branch team tools, including Financial Foundation, Portfolio, Proposal Tool, JonesLink and other related tools helpfulKnowledge of Microsoft Office suite

  • FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
    • From FORTUNE 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
    • Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
    • 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
    • Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
    • Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
      • The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firm s 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE. 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.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
        Salary: $126903 - $216079
        Category: Headquarters

Keywords: Edward Jones, Naperville , Senior Advising Specialist, Client Strategies Group, Other , Naperville, Illinois