Advising Specialist II, CSG

Company: EDWARD JONES
Location: Warrensburg
Posted on: June 23, 2022

Job Description:

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 Client Strategies Group 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 Advising Specialist II serves as a technical subject matter expert for the Advice & Guidance and Solutions area. 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. Has an understanding of 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 intermediate level 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 issues that arise regarding application of firm A&G.
• For A&G topics, production issues and/or 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.
  The decisions in this position are medium/high in impact. Associates must be able to apply seasoned judgment to situations, and influence stakeholders to achieve desired outcome. Associates work closely with associates and leaders across the firm. Many decisions are moderately complex and impact client and branch teams; the A&G Advising Specialist II will influence recommendations, and may determine outcomes, depending on the scope of the decision. They will also need to understand and communicate the broad impact of potential decisions to associates, firm leaders and other stakeholders as part of the decision-making process (which they may help lead).
  • Deep SME in at least one of the following or broad exposure and understanding of all of the following - foundational knowledge of investments, financial planning, financial planning topical area, financial planning tool(s)
  • Intermediate skills in some of the following areas:
    • Systems Thinking
    • Planning and Organizing
    • Relationship building
    • Collaboration
    • Critical thinking
    • Problem solving
    • Project management
    • Verbal and written communication
    • Technical aptitude -knowledge of the following: firm's A&G, investment products, portfolio construction, or one of the financial planning concepts.
    • Microsoft Office suite
    • Bachelor's degree; 3+ years of relevant financial services experience
    • Series 7/66 required within 6 months of hire, consistent with department policy
    • Strongly prefer CFA or strong investment experience with Level 1 CFA designation. CFP, CPA, law degree or other relevant designation will be considered. Must begin CFA or CFP within six months otherwise.
    • Advanced knowledge of Edward Jones client and branch team tools, including Financial Foundation, Portfolio, Proposal Tool, JonesLink and other related tools
    • Advanced knowledge of Microsoft Office suite
      • 2021 FORTUNE 100 Best Companies to Work For - By Great Place to Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
        • From FORTUNE -2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
        • 2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
          • From The Human Rights Campaign. All Rights Reserved
          • 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
          • J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
            • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.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. Visit our career site 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:
              Salary: $106916 - $182047
              Category: Headquarters

Keywords: EDWARD JONES, Independence , Advising Specialist II, CSG, Other , Warrensburg, Missouri