Practice Strategy Consultant jobs in United States
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Edward Jones · 1 day ago

Practice Strategy Consultant

positionSt Louis, MO
timeFull-time
remoteHybrid
seniorityMid Level
money$84K/yr - $143K/yr

Edward Jones is a Fortune 500 company focused on serving clients and fostering a collaborative work environment. The Practice Strategy Consultant role involves supporting branch teams with practice growth, organizational efficiency, and succession planning by conducting analyses and providing tailored consulting engagements.

AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
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H1B Sponsor Likelynote

Responsibilities

Supporting branch teams in addressing challenges related to practice growth, team structure, organizational efficiency, and succession planning
Conducting discovery processes
Analyzing data
Providing actionable recommendations based on expertise in wealth management and practice management standards
Delivering tailored consulting engagements
Driving measurable outcomes
Collaborating with internal stakeholders to ensure alignment with firm priorities

Qualification

Financial services knowledgeSeries 7 LicensingSeries 66 LicensingPractice Management standardsAnalytical abilitiesInfluencing skillsJudgmentPriority managementDecision-making abilities

Required

Foundational understanding of financial services industry practices, including business model options, client service strategies, and financial planning processes
Series 7 and Series 66 Licensing
Advanced knowledge of Practice Management standards, branch operations, and market dynamics
Strong analytical and decision-making abilities
Ability to influence and drive change
High level of discretion and judgment
Capacity to manage multiple priorities effectively

Benefits

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

Company

Edward Jones

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Edward Jones provides personalized investment advisory, brokerage, and management services.
dateFounded in 1922
location
St Louis, Missouri, USA
people-size10001+ employees
web-link
https://www.edwardjones.com

H1B Sponsorship

Edward Jones has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
2021 (6)
2020 (1)

Funding

Current Stage
Late Stage
Total Funding
$406.77M
2025-09-25Undisclosed· $12.95M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M

Leadership Team

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Dave Scheffer
Director of Operations
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Dr. Laura Lurati
Data Science Manager
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Recent News

EIN Presswire
Commissioner Brown Secures Over $160,000 in Restitution for Harmed Montana Investors Subject to Unreasonable Brokerage Commissions
2026-01-03
bloomberglaw.com
Edward Jones to Face White Worker’s Class Suit Over Equity Push
2025-12-20
Dallas Morning News
‘Relentless’ Big 12 boss on mission to make conference ‘most globally relevant’
2025-12-20
Company data provided by crunchbase