Generations Client Acquisition Strategist

Edward Jones

1d•Hybrid

About The Position

The Edward Jones Generations® team provides an end-to-end, high net worth (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. 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. The Client Acquisition Strategist is responsible for the execution of key HNW client acquisition and development strategies, supporting advisors with direct client engagement focused on winning new business through the representation of extensive resources of the firm's HNW offerings, products & services. This position will serve as the representative of the firm's HNW offering to financial advisors, clients, and prospective clients. They will partner with advisors to engage clients and prospect opportunities and help develop tailored prospecting strategies to position the advisor to win new business. They will directly drive and support the sales process with potential opportunities, while engaging and collaborating with resources across the firm to ensure FAs and clients are supported.

Requirements

Bachelors degree in Business, Finance, Accounting or Law required
Series 7 & 66 required within 6 months of hire
Insurance license required 6 months of hire
CFP or CFA designation required (or started within 6 months per the department policy)
6+ years of Financial Planning and/or Wealth Management experience required with sales experience in previous roles preferred
Ability to travel to visit with branch teams and engage with clients and prospective clients in person or attend Market Events as needed. Travel estimated around 30-60%.
Extensive experience working with clients as a Financial Advisor or member of a planning team, with clients of $5M+ investable assets
Expert understanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings.
Expert understanding of financial planning topics - goals planning, income planning, estate and tax planning, protection, etc.

Nice To Haves

Advanced degree preferred
CPA, JD, or additional financial planning certification strongly preferred

Responsibilities

Partner with Financial Advisors to attract, retain, and deepen HNW client and prospective client relationships, and provide coaching and guidance on deploying HNW strategies that support clients' unique situations.
This role will be called upon as a subject matter expert, with extensive knowledge in HNW disciplines (incl. financial planning, trust and estate planning, investment management, tax strategies) and will apply knowledge to unique client circumstances while working directly with branch teams and their clients.
Lead the strategy and guidance for presentations to be delivered through multiple communication /presentation venues and channels; must be able to deliver customized solutions and plans by explaining and coaching on complex concepts in an understandable and actionable manner to home-office associates, branches and clients.
Leverage and appropriately position the extensive resources of our home office, including Generations, Edward Jones Trust Company, M&A resources as well as the suite of other products and services to support our financial advisors in serving their HNW clients with complex needs.
Work collaboratively with FAs and firm resources to educate and provide comprehensive and customized wealth structuring strategies to clients and prospective clients.
Perform as a subject matter expert on the most advanced and ever evolving topics including tools or client solutions to our branches through the various channels such as Market Events, training and other forums that support driving business results.
Represent and/or lead department, division, and/or firm-wide committees and projects
Where appropriate, cultivate and maintain relationships with COI’s in partnership with Financial Advisors, collaborating with clients’ attorneys and accountants to represent the partnership of our firm's resources stakeholders.
Ensure compliance with industry rules and regulations.