Private Wealth Insurance Strategist

Edward Jones

6d • Hybrid

About The Position

The Private Wealth Insurance Strategist will help shape and launch a new insurance offering within Edward Jones Generations, a team that supports high-net-worth (HNW) clients in partnership with branch teams. The role involves developing the vision, framework, processes, and best practices for insurance support, ensuring the offering aligns with Generations’ goals, HNW client needs, and the firm’s holistic wealth management approach.

The strategist serves as a technical insurance subject matter expert for complex client situations. Working with senior planners, financial advisors, HNW teams, third-party experts and providers, and internal stakeholders, the strategist helps integrate insurance solutions into holistic financial plans, guide implementation, and develop client-facing recommendations. The role also contributes to Private Wealth initiatives and future product and service development.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or another related field.
• Series 7 and Series 66 licenses required within six months of hire.
• Insurance license required.
• At least 11 years of experience in the financial services industry.
• At least 8 years of insurance experience serving HNW investors.
• Direct client service experience as a member of an HNW client-facing professional team.
• Strong understanding of Financial Advisor and Branch Team processes, including implementation of insurance offerings for HNW clients.
• Ability to interpret and apply firm advice and guidance to develop tailored insurance solutions integrated with holistic financial plans.
• Deep expertise in insurance products, solutions, and strategies commonly used by HNW clients, and familiarity with their practical implementation.
• Ability to analyze complex client documents, including statements, in-force illustrations, and personal financial statements, to identify planning opportunities and recommend strategies.

Nice To Haves

• CFP® designation, or ability to obtain it in accordance with firm policy.
• Advanced degree.
• Active FINRA licenses.

Responsibilities

• Design and launch the insurance strategist offering, including frameworks, processes, and best practices aligned with Generations’ goals and HNW client needs.
• Serve as a subject matter expert on complex insurance situations, applying deep technical knowledge.
• Partner with senior planners, financial advisors, and third-party experts to deliver Advice, Planning, Products, and Services for HNW clients.
• Communicate with advisors, HNW teams, and clients to understand goals, explain complex strategies, and provide actionable recommendations.
• Coordinate between Edward Jones, the Insurance Product Team, Field Supervision, and third-party insurance providers to support timely, customized solutions aligned with firm guidance.
• Facilitate execution of insurance strategies between third-party providers and HNW teams.
• Use financial planning tools to identify opportunities, integrate insurance solutions into holistic plans, and monitor progress toward client objectives.
• Collaborate with Compliance, Legal, Operations, Senior Portfolio Strategists, and other internal stakeholders to align and evolve HNW strategies.
• Contribute to Private Wealth strategic initiatives to advance HNW capabilities and future product development.
• Shape client-facing guidance on complex insurance strategies and provide input on products and services addressing evolving client needs.

Benefits

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
• Short- and long-term disability coverage
• Basic life insurance
• Basic accidental death and dismemberment (AD&D) coverage
• 401(k) retirement plan
• Health savings account
• Flexible spending account
• Ten paid holidays
• 15 days of vacation for new associates beginning January 1 of each year
• Sick time
• Personal days
• Paid day for volunteerism
• Potential bonuses
• Potential profit sharing
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior