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
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