Senior Advising Specialist - Full-time / Part-time

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.
Key Responsibilities:

• 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 projects.
• 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 A&G.
• For advanced A&G topics, production issues and/or complex branch team escalations, coordinate needed expertise from other A&G units.
• 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

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: