Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.
Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it’s like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together – as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Do you have experience working directly with High Net Worth clients? Do you have Expertise in banking? If so, this could be a great opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) clients and we need your help launching this new offering and brand, Edward Jones Generations™. We’re looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do. We’re creating all-new market locations to help us better reach our clients and we’d love to have you join us here.
The Edward Jones Generations™ team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.
What You Will Do:
The Private Banking Strategist leverages the extensive resources of our home office and external 3rd party partnerships to serve HNW clients with complex needs in the following ways:
- Serve as a banking expert in partnership with the senior planner and financial advisor to uncover, understand, and articulate banking needs
- Partner with various internal stakeholders as part of the Banking Business Unit
- Partner with service providers, such as US Bank and other third-party referral network members to bring forward holistic strategies and solutions to meet client goals
- Leverage relationships with external 3rd party service providers, such as US Bank and other third-party referral network members on planning strategies, recommendations, and implementation
- Leverage the firm’s full suite of financial planning tools to help clients define their financial goals, identify lending and cash management planning opportunities, and monitor progress to keep clients on-track to meet their goals
- Ability to review HNW client statements and identify opportunities to implement strategies that better align to client goals related to banking, lending and/or cash management
- Expected to translate complex planning strategies in a way that clients can understand (both verbal and written) including education and trade-offs for each proposed strategy
Additional Responsibilities:
- Support Senior Planners and partner with home office and third-party experts to support financial advisors and deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our HNW client’s wealth management needs
- Serve as a subject matter expert for complex situations requiring deep technical knowledge and extensive banking expertise
- Support the implementation of banking strategies and recommendations
- Communicate at an appropriate technical level with financial advisors, HNW team, and clients to gain understanding of client’s needs, aid in documenting client goals, articulate complex strategies and recommendations, identify solutions needed to help the client achieve their goals, and build relationships with clients and financial advisors.
- Serve as a conduit to Banking Business Unit and third-party banking and lending providers such as US Bank and HNW Referral Network members. Setting expectations with service providers, client, financial advisor, and HNW team to deliver timely advice and customized solutions. Connect client’s banking needs to their financial plan. Clearly articulate services to be rendered to 3rd party service providers. Need to ensure that 3rd party advice aligns to EDJ advice and guidance
- Facilitate the timely delivery and execution of banking, lending and cash management planning advice between the third-party service provider and HNW team
- Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our HNW strategy and team, in collaboration with internal/external stakeholders, that enable the firm’s evolution to deliver ongoing financial planning and asset management services
- Work in partnership with Edward Jones internal stakeholder groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Senior Portfolio Strategist, etc.) to ensure proper alignment and continued evolution in partnership with the HNW business segment and APPS strategies
- Help shape and inform HNW client facing advice and guidance related to complex banking, lending and cash management as well as provide input on future products and services needed to meet client needs
Hiring Minimum: $99200
Hiring Maximum: $168900
Skills/Requirements
- Bachelor’s degree in Business, Finance, Accounting or other related degree required
- Series 7 and 66 required within 6 months of hire
- Insurance license required 6 months of hire
- CFP® preferred or obtained in accordance with firm policy
- Minimum of 5 years Private Bank lending experience for HNW investors including securities-based lending, residential mortgage, commercial real estate, equipment financing (jets, yachts, etc.), life insurance premium financing, fine art financing.
- Direct client service experience as a member of a HNW client-facing professional team required
What Could Set You Apart:
- Advanced degree preferred
- Prior commercial lending experience preferred
- 6+ years of experience in the financial services industry preferred
*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday
Awards & Accolades
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
About Us
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
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Career Progression
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Career Progression

It’s like professional
development in the
world’s largest sandbox.
Training, continuing education and mentoring – that’s only the beginning. Our headquarter campuses offer thousands of roles – and as many opportunities – for you to try new skills, get involved on different projects and step up as a leader. You’re in charge of your professional development. We just provide the opportunities.
Hear from Experienced Advisors who’ve transitioned their practice to Edward Jones.
Where clients come first. And you are part of a branch team making a meaningful difference in people’s lives. Where the culture is surprisingly collaborative. And opportunities to lead push you to grow – as you grow your practice.

Extra compensation
when you need it most –
with no ceiling on how
much you can earn.
And we really mean it. There is no ceiling on how much you can earn as we have a work hard and be rewarded philosophy. We also understand that new financial advisors might be more worried about the floor. So we provide a guaranteed salary for your first four years. Did we mention bonuses, commissions, profit sharing and travel awards?
“As hard as I want to work determines how successful my business can be.”
– Mark Audet, CFP Financial Advisor – St. Louis

Come as you are. We will teach you everything you need to know.
Our Branch Office Administrators come from many different career backgrounds. Sales. Marketing. Customer service. Even finance. But they have one thing in common: a desire for a rewarding career that empowers them to make a difference in people’s lives. Your training begins with six months of dedicated onboarding – and is built out with mentoring, learning plans tailored to your needs, and 6,000-plus at the Headquarters making sure you have everything you need to succeed.
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Bring your skills and
experience here.
We’ll find a place to put
them to work.
HR? Marketing? Operations? You’ve got the skills. We’ve got the team. We are a large firm with many areas of expertise but each division is small enough for you to make an impact. And you can test the waters in other areas. We encourage it. Learning new skills and gaining leadership experience along the way.
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When it comes to your
compensation,
we want to be clear.
#1 Your performance drives your compensation – and we won’t limit it with earning caps. Not now, not ever.
#2 Our compensation is competitive and multi-faceted. Commissions and trimester bonuses – based on individual branch and firm profitability – make up the bulk of your variable income. But your total payout may include travel awards and profit sharing. And the opportunity to be rewarded for transitioning client relationships to financial advisors looking to grow.
#3 Our compensation is simple and transparent. We make it easy to understand how you are rewarded and strive to minimize grid changes. You know exactly what to expect and how to impact your results.
Our partnership structure frees you to focus on your clients.
Being a partnership makes us distinctly different from our competitors. More than a structure, it’s a mindset. And it permeates every aspect of our business. From how we work with each other – think collaboration not competition – to our long-term investment philosophy. It’s most at work in our shared focus on doing what’s right for the client. And it’s easy for us to do. Because we have no competing interests. No shareholders clamoring for short-term profits. We can take the long view, because we only answer to our clients. And to ourselves. Our financial advisors find this single-minded focus freeing. A clear mandate for success. And a clear path to get there.


Transitioning your
practice is a difficult
decision.
We’re here to help.
Moving your practice to another firm may be the most stressful decision of your professional life. We understand. And our transition team is here to help. From early days when you are just beginning to consider the opportunity. To that glorious first day of opening your practice. And our support is not one-size-fits-all. We will tailor your transition to you and your practice – with you leading the way. Ensuring a smooth transition for you and your clients. And a solid path forward for next-level growth.

Investing in You
As a valued branch-team member, you will share in the success of your branch – and the firm. Our market competitive compensation program recognizes your individual contributions, promotes a long-term career, contributes to your financial security and promotes the well-being of you and your family.
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How will I be compensated? Will my clients be taken care of? Will Edward Jones’ products meet my clients’ sophisticated needs? You have many questions, and we have the answers. Talk with firm leaders who can share their personal stories and insights. Meet with subject matter experts and learn about our technology, marketing, transition support – and how we can help you grow your practice your way.
No experience in finance? Bring your developed skills, we’ll guide you the rest of the way.
Some of our most successful financial advisors come to us from other fields. Our training and development is designed to help you succeed. From helping you pass your licensing exams and training you to understand the complexities of our industry, to arming you with the knowledge and skills to build your practice, we invest in your training and development. Every. Step. Of. The. Way.
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St. Louis, Tempe or Even Your Home.
Office assortment.
Opportunities are available in our two full-service U.S. headquarters facilities in St. Louis and Tempe, AZ, and some opportunities are available from your own home.

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Occasionally we have recruiting events providing unique opportunities to network with hiring leaders and recruiters. Currently there are no events scheduled – please check back soon.

Connect with us at a virtual or in-person event
Learn how Edward Jones is built differently – and how our unique business model puts you in charge of unleashing your potential. Virtually or in-person, we’ve created several opportunities for you to network and learn more from current Edward Jones financial advisors.

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Register for one of our “Meet the Edward Jones of Now” webinars. These confidential, 30-minute programs provides insight into our compensation structure, our business model, our training and support, and our client-centric solutions. Ask questions and get answers from Edward Jones financial advisors working in the field today.
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Learn more at a virtual or in-person event
Learn how Edward Jones is built differently – and how our unique business model puts you in charge of unleashing your potential. Virtually or in-person, we’ve created several opportunities for you to network and learn more from current Edward Jones financial advisors.

Webinars
Register for our “Investing In You: The Edward Jones Financial Advisor Opportunity” webinar. This confidential, 30-minute program provides an inside look at what financial advisors do, the ongoing support you’ll be provided, and how your valuable skills can transfer to a career as a financial advisor.
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*In North America, Edward Jones has over: 800 Financial Advisors in Canada and 16,000 Financial Advisors in the United States.