Advising Specialist II, CSG
Company: EDWARD JONES
Location: Vichy
Posted on: June 25, 2022
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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 ThinkingPlanning and
OrganizingRelationship buildingCollaborationCritical
thinkingProblem solvingProject managementVerbal and written
communicationTechnical aptitude -knowledge of the following: firm's
A&G, investment products, portfolio construction, or one of the
financial planning concepts.Microsoft Office suiteBachelor's
degree; 3+ years of relevant financial services experienceSeries
7/66 required within 6 months of hire, consistent with department
policyStrongly 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 toolsAdvanced knowledge
of Microsoft Office suite2021 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 Reserved2021 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 - $182047Category: Headquarters
Keywords: EDWARD JONES, Columbia , Advising Specialist II, CSG, Other , Vichy, Missouri
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