Field Consultant II
Edward Jones, Lakewood, CO, United States
Overview
This job posting is anticipated to remain open for 30 days, from 13-Mar-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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. Fortune 500 note: data as of December 2023. Compensation provided for using, not obtaining, the rating. What You Will Do
Lead the firm's transformation efforts to help branch teams AND home office evolve from delivering Goals-based Advice (GBA) to Financial Planning. Implement and ensure the effectiveness of GBA / Financial Planning communication and training programs in alignment with firm advice and guidance and in the context of a sound learning strategy. Serve as subject matter expert in co-creating the strategy and development of face-to-face, virtual, online and other modes of training for branch teams AND home office branch support areas on the "what" and the "how" of GBA / Financial Planning (including, IAP, Banking Solutions, Protection, EJTC, MoneyGuide Pro, Salesforce, Voice of the client, and other firm priorities). This role will particularly focus on Banking Solutions as part of Financial Planning. Partner with home office support areas to skill up associates and leaders to provide consistent coaching to branch teams on the "what" and the "how" of delivering GBA / Financial Planning to clients. Proactively build relationships with FAs and CSTs to serve as a financial planning SME to gain branch team confidence and enable them to deliver on our client value promise. As needed, engage directly with clients as the SME alongside Financial Advisors. Participate, support, and lead as SME on all existing and developing financial planning tools and resources (Money Guide Pro, Financial Foundation, Portfolio including Builder, Rebalancer, and Screener). Participate, support, and lead enterprise initiatives and cross-departmentally to meet clients\' evolving needs and deliver human-centered complete wealth management. Understand the current regulatory landscape and its impacts on appointment and branch team best practices, inclusive of technology. Balance demands of multiple complex projects with high visibility and urgency. Identify, understand, and apply goals-based advice / Financial Planning practices from client and branch insights into applicable branch team best practices, including working with branch team and client support workflows to train key stakeholders. Support key stakeholder projects to ensure comprehensive strategies are delivered to branch teams efficiently through training, tools, and firm policy. Serve as a key contributor on enhancements and improvements to systems and branch workflow tools. Ensure timely communication of opportunities and risks to branch teams as they relate to client needs and branch processes. Uncover issues and suggest changes to procedures to increase operational efficiency and effectiveness. Actively contribute to the strategy of the department, area, and division, and advocate for its work. Keep abreast of the changing financial services landscape and recommend training to address potential risks in collaboration with the division risk management team. This position is known internally as an Internal Wholesaler II. What Experience You Need
B.A / B.S. degree required Series 7 and Series 66 required 3+ years\' experience in the financial services industry required Desire to pursue the CFP®, ChFC®, or CFA® designation Required Travel around 25%. What Could Set You Apart
Knowledge of Financial Planning principals, technology, products, and solutions Previous experience in training, coaching, and / or consultation Advanced experience using MoneyGuide Elite or other similar financial planning software Experience working with clients as a Financial Advisor or member of a planning team IAP knowledge *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. Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Additional 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. Edward Jones\' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm\'s Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
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This job posting is anticipated to remain open for 30 days, from 13-Mar-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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. Fortune 500 note: data as of December 2023. Compensation provided for using, not obtaining, the rating. What You Will Do
Lead the firm's transformation efforts to help branch teams AND home office evolve from delivering Goals-based Advice (GBA) to Financial Planning. Implement and ensure the effectiveness of GBA / Financial Planning communication and training programs in alignment with firm advice and guidance and in the context of a sound learning strategy. Serve as subject matter expert in co-creating the strategy and development of face-to-face, virtual, online and other modes of training for branch teams AND home office branch support areas on the "what" and the "how" of GBA / Financial Planning (including, IAP, Banking Solutions, Protection, EJTC, MoneyGuide Pro, Salesforce, Voice of the client, and other firm priorities). This role will particularly focus on Banking Solutions as part of Financial Planning. Partner with home office support areas to skill up associates and leaders to provide consistent coaching to branch teams on the "what" and the "how" of delivering GBA / Financial Planning to clients. Proactively build relationships with FAs and CSTs to serve as a financial planning SME to gain branch team confidence and enable them to deliver on our client value promise. As needed, engage directly with clients as the SME alongside Financial Advisors. Participate, support, and lead as SME on all existing and developing financial planning tools and resources (Money Guide Pro, Financial Foundation, Portfolio including Builder, Rebalancer, and Screener). Participate, support, and lead enterprise initiatives and cross-departmentally to meet clients\' evolving needs and deliver human-centered complete wealth management. Understand the current regulatory landscape and its impacts on appointment and branch team best practices, inclusive of technology. Balance demands of multiple complex projects with high visibility and urgency. Identify, understand, and apply goals-based advice / Financial Planning practices from client and branch insights into applicable branch team best practices, including working with branch team and client support workflows to train key stakeholders. Support key stakeholder projects to ensure comprehensive strategies are delivered to branch teams efficiently through training, tools, and firm policy. Serve as a key contributor on enhancements and improvements to systems and branch workflow tools. Ensure timely communication of opportunities and risks to branch teams as they relate to client needs and branch processes. Uncover issues and suggest changes to procedures to increase operational efficiency and effectiveness. Actively contribute to the strategy of the department, area, and division, and advocate for its work. Keep abreast of the changing financial services landscape and recommend training to address potential risks in collaboration with the division risk management team. This position is known internally as an Internal Wholesaler II. What Experience You Need
B.A / B.S. degree required Series 7 and Series 66 required 3+ years\' experience in the financial services industry required Desire to pursue the CFP®, ChFC®, or CFA® designation Required Travel around 25%. What Could Set You Apart
Knowledge of Financial Planning principals, technology, products, and solutions Previous experience in training, coaching, and / or consultation Advanced experience using MoneyGuide Elite or other similar financial planning software Experience working with clients as a Financial Advisor or member of a planning team IAP knowledge *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. Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Additional 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. Edward Jones\' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm\'s Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
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