Advising Specialist I, CSG
Company: EDWARD JONES
Location: Saint Charles
Posted on: September 24, 2022
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 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.
- Evaluate the firm's A&G content to
ensure consistency and alignment with oversight. Has an
understanding of Edward Jones business model, investment philosophy
- Help support 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 representative 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 representative
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 that are less
- For less complex A&G topics, production issues and/or
branch team escalations, coordinate needed expertise from other
- Monitor industry trends, competitors and regulatory
- Achieve results with and through others.
- Exposure to at least one of the following - foundational
knowledge of investments, financial planning, financial planning
topical area, financial planning tool(s)
- Basic skills in some of the following areas:
- Systems Thinking
- Planning and Organizing
- Relationship building
- 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; 1-2 years of relevant financial services
- Series 7/66 required within 6 months of hire, consistent with
- Begin pursing CFA or CFP within six months.
- Knowledge of Edward Jones client and branch team tools,
including Financial Foundation, Portfolio, Proposal Tool, JonesLink
and other related tools
- 2021 FORTUNE 100 Best Companies to Work For - By Great Place to
Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the
- 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
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. 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: $76798 - $130764
Keywords: EDWARD JONES, Elgin , Advising Specialist I, CSG, Other , Saint Charles, Illinois
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