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Senior Advising Specialist

Company: EDWARD JONES
Location: Wheaton
Posted on: November 23, 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 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.The Wealth Management Advice and Solutions 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 Sr Advising Specialist serves as a technical subject matter expert for the Advice & Guidance and Solutions areas. 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 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.
    Problems faced by associates in this role tend to be advanced and complex. Must be able to recognize potential problems, analyze them, recommend, and implement solutions related to A&G changes. Often, proposed resolutions need to be agreed upon by stakeholders across several departments/divisions of the firm. The A&G Senior Advising Specialist will have to effectively understand and communicate the impact and solutions to stakeholders at different levels in the organization in order to gain consensus and approval. Decisions made in this role can be significant, potentially impacting all clients. As a subject matter expert, associates have significant influence on the development and application of the firm's A&G which is used every day by clients and branch teams
    • Deep SME in at least one of the following and broad exposure and understanding of all of the following - foundational knowledge of investments, financial planning, financial planning topical area, financial planning tool(s)
    • Advanced 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 -significant knowledge of the following: firm's A&G, investment products, portfolio construction, and financial planning concepts.
    • Microsoft Office suite
    • Bachelor's degree; 7+ years of relevant financial services experience
    • Series 7/66 required within 6 months of hire, consistent with department policy
    • CFP is required.
    • CPA, CFA, law degree or other relevant license strongly preferred
    • Advanced knowledge of Edward Jones client and branch team tools, including Financial Foundation, Portfolio, Proposal Tool, JonesLink and other related tools
      • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
        • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
          Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
          For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
          Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.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: $128299 - $218456
          Category: Headquarters

Keywords: EDWARD JONES, Wheaton , Senior Advising Specialist, Other , Wheaton, Illinois

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