Senior Advising Specialist
Company: EDWARD JONES
Location: Saint Charles
Posted on: November 19, 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 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.
- 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
- 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
- For advanced A&G topics, production issues and/or complex
branch team escalations, coordinate needed expertise from other
- 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
- 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
- Series 7/66 required within 6 months of hire, consistent with
- CFP is required.
- CPA, CFA, law degree or other relevant license strongly
- 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
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
Keywords: EDWARD JONES, Saint Charles , Senior Advising Specialist, Other , Saint Charles, Missouri
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