Senior Banking Solutions Consultant
Company: EDWARD JONES
Posted on: November 25, 2022
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 Banking Solutions Consultation team proactively
partners with field associates and leaders to drive adoption of
banking solutions through tailored training and consultation. This
team develops the strategy for training, field engagement and
stakeholder collaboration. In this role you will seek out
opportunities to engage with a large number of branch teams and
regions through virtual or face-to-face interactions and will
require the ability to deliver the "right training, at the right
level, at the right time". Strong verbal and written communication
skills is a must. Some travel will be required.
In this position you will be required to develop a strong technical
knowledge of the firm's banking solutions and a strong
understanding of the industry and the competitive landscape. A
natural sense of curiosity and creative approach to problem solving
is a requirement for this position.
Develop the strategy, creation and delivery of face-to-face,
virtual and online messaging and training to Edward Jones branch
teams on the firm's banking products and solutions. Provide group
and 1:1 coaching support to branch teams to build the acumen,
awareness and desire to incorporate into their business the banking
solutions that meet client needs.
- Bachelor's degree
- 5+ years of industry experience
- Series 7 and 66 licenses attained during first 12 months of
- Strong knowledge in investment fundamentals
- Strong written and verbal communication skills to execute
presentations, coach Financial Advisors and branch teams, and
interact with all levels of leaders and associates
- CFP or other planning designation helpful
- Willingness to travel
- Ability to learn and apply knowledge of Edward Jones business
model, philosophies and values.
- Advanced project management skillsBased on experience and
position qualifications, there may be some flexibility on level
coming into the role for continued development and learning.
- 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
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: $76798 - $130764
Keywords: EDWARD JONES, Wheaton , Senior Banking Solutions Consultant, Other , Wheaton, Illinois
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