Advising Specialist II, Wealth Management Advice and Solutions

Edward Jones • Tempe, AZ • 1h ago

Job Description:

The Wealth and Practice Management Division ensures branch teams and clients have consistent access to high-quality retirement, banking, insurance, mutual fund, and education savings products aligned with the firm's investment philosophy. We support teams in delivering exceptional client value through end-to-end wealth management-spanning discovery, planning, and implementation-backed by expert services and thought leadership.

Financial Planning advances the firm's shift from goals-based advice to comprehensive planning by expanding capabilities, tools, and resources. We partner across the division to align and integrate strategy, enabling more teams to consistently deliver client value while evolving planning standards, best practices, and advisory frameworks.

The Advising Specialist II serves as a financial planning subject matter expert, focused on implementing a standardized financial plan review process to ensure quality and consistency. The role requires deep planning expertise, strong understanding of firm guidance, and the ability to provide thought leadership and influence large-scale initiatives.

What You Will Do:

Review financial plans to ensure they meet firm policies and quality standards.

Partner with Financial Planning teams to educate, coach, and support advisors in delivering high-quality plans.

Ensure adherence to current practices and identify opportunities to improve policies and controls.

Evaluate planning policies for consistency and alignment; apply knowledge of the firm's business model and investment philosophy.

Serve a subject matter expert for stakeholders and branch teams to uphold planning policy integrity.

Collaborate on planning-related projects from design through implementation.

Partner with Service, Field Supervision, Compliance, Legal, and Operations to resolve planning-related issues.

Monitor industry, competitor, and regulatory trends and assess impacts on the firm's approach.

Drive results through collaboration, including training and mentoring others.

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Company description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Awards and Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\sft\category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\sft\category=awards-accolades-en-ca)

Awards and Accolades

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.

Requirements

What Experience You Need:

Bachelor's degree required

7+ years of relevant financial services experience

Series 7 & 66 required or attainable within 6 months of hire

CFP required or begin within six months of hire

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)

Exceptional written, verbal, and communication skills - ability to simplify the complex

What Could Set You Apart:

MBA or similar masters-level degree preferred

CFP, CPA, CIMA, CFA, law degree or other relevant designation strongly preferred.

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