High Net Worth Client Acquisition Strategist

Edward Jones•Saint Louis, MO

55d•Hybrid

About The Position

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. 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. Team Overview: The High Net Worth (HNW) Business Development supports advisors in attracting, retaining, and deepening client relationships by helping deploy the firm's products, services and capabilities to meet complex client and prospect needs. The team partners with Financial Advisors and collaborates across Edward Jones home office teams and external 3rdâ party relationships to deliver a wide range of personalized solutions spanning financial planning, portfolio strategy, trust and estate planning, and other complex and comprehensive wealth management strategies. â The team owns the high-net-worth intake and pipeline management process and reporting with key stakeholders, and supports growth initiatives including acumen build and market activation strategies in partnership with other firm resources. The HNW Client Acquisition Strategist will be responsible for the execution of key High Net Worth client acquisition and development strategies, supporting advisors with direct client engagement focused on winning new business through the representation of extensive resources of our 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.

Requirements

Ability to travel to visit with branch teams and engage clients and prospects in person (~25-40%)
Minimum 10 years of experience in Wealth Management industry with focus on HNW areas and delivering solutions through Financial Advisors
Extensive experience working with clients as a Financial Advisor or member of a planning team, with clients of $5M+ investable assets
In-depth knowledge of trust, estate, and tax planning strategies
Strong presentation and communication skills
Personal initiative and ability to collaborate
Ability to lead small groups and present findings in a clear and concise manner
Ability to lead a client meeting with multiple professionals
Understanding of Financial Advisor/BOA/branch processes including the implementation of a solutions-based approach
Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client.

Nice To Haves

CFP, CFA, CTFA or commensurate experience highly preferred

Responsibilities

Assist Financial Advisors in attracting, retaining, and deepening client relationships, and providing education on HNW strategies driven by the client's unique situation.
Serve as a subject matter expert, with extensive knowledge in financial planning, trust and estate planning, investment management, and will apply knowledge of disciplines to unique client circumstances and work directly with branch teams and their clients.
Leverage the extensive resources of our home office, including Private Wealth Consulting and Edward Jones Trust Company, to support our financial advisors in serving their HNW clients with complex needs
Play a critical role in serving as the primary point of contact between financial advisors and the HNW Segment
Educate Advisors on various HNW strategies and partner with them to integrate wealth structuring concepts
Work collaboratively with FAs and firm resources to provide comprehensive and customized wealth structuring strategies to clients and prospective clients.
Work closely with Financial Advisors to build relationships with High Net Worth clients and prospects by providing guidance on HNW issues (i.e., estate and tax planning).
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 in the clients' estate, income tax and financial plans.
Enhance branch and client experience by serving as informal leader to develop other team members to serve as key contributors on enhancements and improvements to process, workflows, and the client experience.

Benefits

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

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