Edward Jones · 8 hours ago
Wealth Strategist II- Financial Planning and Insurance Strategy
Tempe, AZ
Full-time
Hybrid
Mid, Senior Level
$84K/yr - $143K/yr
7+ years expEdward Jones is a Fortune 500 financial services firm focused on client relationships and improving lives. The Wealth Strategist II will support financial advisors in delivering complex financial plans and serve as a subject matter expert in financial planning disciplines.
AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
Responsibilities
Develop Goals based strategies for clients with complex needs using a team approach which require specific technical knowledge in a particular subject matter area
Partner with Financial Advisors to strengthen delivery of complex financial plans for high-value clients and prospects, providing guidance and resources to enhance confidence and create an exceptional client experience
Communicate with financial advisors and clients to gain understanding of client's needs, aide in documenting client goals, articulate investment strategy and recommendations, identify expertise needed to help the client achieve their goal, and help build relationships with clients and financial advisors
Serve as a subject matter expert for a specific topic that supports the creation of goals-based advice recommendations for clients with complex needs
Contribute to firm wide goals, projects and initiatives in order to better serve branch teams and clients
Drive department/team wide goals, projects and initiatives in order to better serve branch teams and clients
Serve as subject matter expert for complex cases requiring deep technical knowledge and experience
Qualification
Required
Bachelors degree in Business, Finance, Accounting or Law required
Series 7 and 66 required within 6 months of hire
Insurance license required 6 months of hire
CFP® or CFA designation in accordance with firm policy
Preferred
Advanced degree preferred
7+ years of experience in the financial services industry preferred
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
A paid day for volunteerism
Bonuses and profit sharing
Employee Assistance Program
Company
Edward Jones
Edward Jones provides personalized investment advisory, brokerage, and management services.
10001+ employees
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 StageTotal Funding
$445.94M2025-09-25Undisclosed· $52.12M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Director of Data Science
Recent News
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2026-01-16
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2026-01-16
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