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Senior Banking Solutions Consultant

Location: Saint Louis
Posted on: November 25, 2022

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 Banking Solutions Consultation team proactively partners with field associates and leaders to drive adoption of banking solutions through tailored training and consultation. This team develops the strategy for training, field engagement and stakeholder collaboration. In this role you will seek out opportunities to engage with a large number of branch teams and regions through virtual or face-to-face interactions and will require the ability to deliver the "right training, at the right level, at the right time". Strong verbal and written communication skills is a must. Some travel will be required.

In this position you will be required to develop a strong technical knowledge of the firm's banking solutions and a strong understanding of the industry and the competitive landscape. A natural sense of curiosity and creative approach to problem solving is a requirement for this position.


Develop the strategy, creation and delivery of face-to-face, virtual and online messaging and training to Edward Jones branch teams on the firm's banking products and solutions. Provide group and 1:1 coaching support to branch teams to build the acumen, awareness and desire to incorporate into their business the banking solutions that meet client needs.
Position Qualifications:

  • Bachelor's degree
  • 5+ years of industry experience
  • Series 7 and 66 licenses attained during first 12 months of employment
  • Strong knowledge in investment fundamentals
    Preferred Qualifications
    • Strong written and verbal communication skills to execute presentations, coach Financial Advisors and branch teams, and interact with all levels of leaders and associates
    • CFP or other planning designation helpful
    • Willingness to travel
    • Ability to learn and apply knowledge of Edward Jones business model, philosophies and values.
    • Advanced project management skillsBased on experience and position qualifications, there may be some flexibility on level coming into the role for continued development and learning.
      • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
        • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
          Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
          For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
          Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.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
          Category: Headquarters

Keywords: EDWARD JONES, St. Louis , Senior Banking Solutions Consultant, Accounting, Auditing , Saint Louis, Missouri

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