Field Consultant II
Edward Jones, Saint Louis, MO, United States
Job Overview
Position Schedule:
Full-Time
This job posting is anticipated to remain open for 30 days, from 16-Mar-2026. The posting may close early due to the volume of applicants.
Team Overview In the Practice Growth division, we innovate, develop, evolve, and manage integrated advice, planning, products, and services, leveraging deep understanding of client and branch team needs. The Field Consulting team (formerly Internal Wholesaling Team) will be comprised of financial planning subject matter experts, solely dedicated to providing continuous and ongoing training, coaching, consultation, and acumen-building to Branch Teams on the "what" and "how" of delivering the Edward Jones financial planning experience to clients. This team's primary responsibility will be to package, align, and communicate the firm's financial planning strategy to activate and accelerate the full and evolving Edward Jones Client Team to "Deliver Experiences" to tens of millions of clients and their families.
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, on-line 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 (Market Management, Practice Growth, P&D, Compliance, Enterprise Learning, Service, etc.) to skill up associates and leaders to provide consistent, acumen-building, support and coaching to branch teams on the "what" and "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 subject matter expert alongside Financial Advisors.
Participate, support, 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, lead enterprise initiatives and or teams cross departmentally, divisionally and in the field to meet client's 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 degree of visibility and urgency
Identify, understand, and demonstrate the ability to apply and integrate goals-based advice / Financial Planning proven practices from client and branch insights into applicable branch team best practices, including a working knowledge of branch team and client support workflow to enact/train/skill-up key stakeholders to support region teams
Support key stakeholder projects/teams to ensure comprehensive strategies are delivered to branch teams efficiently & effectively through the training, tools, and firm policy
Serve as a key contributor on enhancements and improvements to systems and branch workflow tools
Ensure the communication and application of timely opportunities and risks to branch teams as they relate to the client needs, branch processes and impact on different groups of our target clients
Uncovers issues and suggests and implements changes to procedures, processes and plans to increase operational efficiency and effectiveness
Actively contribute to the strategy of the department, area, and division
Articulate and advocate for the work of the department, area, and division
Actively keep abreast of the changing financial services landscape and recommend appropriate training that addresses any potential risks to the firm, through close collaboration with the division risk management team
*This position is known internally as an Internal Wholesaler II
Benefits 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: https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1 .
Hiring Minimum $86300
Hiring Maximum $146700
Skills / Requirements 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.
About Us 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 .
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.
#LI-HO
#J-18808-Ljbffr
Full-Time
This job posting is anticipated to remain open for 30 days, from 16-Mar-2026. The posting may close early due to the volume of applicants.
Team Overview In the Practice Growth division, we innovate, develop, evolve, and manage integrated advice, planning, products, and services, leveraging deep understanding of client and branch team needs. The Field Consulting team (formerly Internal Wholesaling Team) will be comprised of financial planning subject matter experts, solely dedicated to providing continuous and ongoing training, coaching, consultation, and acumen-building to Branch Teams on the "what" and "how" of delivering the Edward Jones financial planning experience to clients. This team's primary responsibility will be to package, align, and communicate the firm's financial planning strategy to activate and accelerate the full and evolving Edward Jones Client Team to "Deliver Experiences" to tens of millions of clients and their families.
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, on-line 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 (Market Management, Practice Growth, P&D, Compliance, Enterprise Learning, Service, etc.) to skill up associates and leaders to provide consistent, acumen-building, support and coaching to branch teams on the "what" and "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 subject matter expert alongside Financial Advisors.
Participate, support, 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, lead enterprise initiatives and or teams cross departmentally, divisionally and in the field to meet client's 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 degree of visibility and urgency
Identify, understand, and demonstrate the ability to apply and integrate goals-based advice / Financial Planning proven practices from client and branch insights into applicable branch team best practices, including a working knowledge of branch team and client support workflow to enact/train/skill-up key stakeholders to support region teams
Support key stakeholder projects/teams to ensure comprehensive strategies are delivered to branch teams efficiently & effectively through the training, tools, and firm policy
Serve as a key contributor on enhancements and improvements to systems and branch workflow tools
Ensure the communication and application of timely opportunities and risks to branch teams as they relate to the client needs, branch processes and impact on different groups of our target clients
Uncovers issues and suggests and implements changes to procedures, processes and plans to increase operational efficiency and effectiveness
Actively contribute to the strategy of the department, area, and division
Articulate and advocate for the work of the department, area, and division
Actively keep abreast of the changing financial services landscape and recommend appropriate training that addresses any potential risks to the firm, through close collaboration with the division risk management team
*This position is known internally as an Internal Wholesaler II
Benefits 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: https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1 .
Hiring Minimum $86300
Hiring Maximum $146700
Skills / Requirements 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.
About Us 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 .
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.
#LI-HO
#J-18808-Ljbffr