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Emerging Wealth Strategist, Client Consultation Group

Company: Edward Jones
Location: Saint Louis
Posted on: July 15, 2019

Job Description:

The Emerging Wealth Strategist is responsible for assisting in the development of solutions-based recommendations for high net worth clients with complex needs using a team based approach. This will be done by: Contributing to departmental objectives, projects and initiatives in order to better serve branch teams and high-net worth clients Providing branches with solution-based tool strategy guidance in order to better serve high net worth clients with complex needs. Completing Requests-for-Proposals in coordination with branch teams in an effort to build deeper relationships within the community.

Keywords: Edward Jones, St. Louis , Emerging Wealth Strategist, Client Consultation Group, Other , Saint Louis, Missouri

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