Senior Practice and Wealth Management In-Market Wholesaler

Job Description
This individual will drive prioritized business results by engaging and inspiring others to increase adoption of new strategic practice models enabling branch teams to deliver comprehensive advice and planning. Senior External Wholesalers spend a high percentage of their time traveling (60-70%) to engage with branch and regional teams face to face, leveraging exceptional presentation skills with a high degree of IQ and EQ to accelerate learning and increase adoption of firm prioritized topics and messages (i.e., Teaming, Multi-Financial Advisor Practices, strategic additions to registered and un-registered practice support functions -- tying practice structure to providing Financial Planning and usage of Banking, MoneyGuide, Investment Advisory, Signature Experience). Wholesales engage  through large group presentations and personalized 1:1 Coaching/Consultation. These associates are expected to be able to learn topics quickly and help branch teams make connections across all of our various practice management priorities.

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.

Company Description
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.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
 

Awards and Accolades
At Edward Jones, we are building a place where everyone feels like they belong.  We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

• Excellent Public Speaking, Presenting and Storytelling skills 
• Consultative Selling experience 
• Superior ability to coach Financial Advisors 
• Exceptional relationship building skills
• Technical knowledge within tools related to the driving firm practice valuations and revenue growth.
• Financial Planning knowledge (pursuit of CFP or min of 15 years of financial services experience required at minimum for role)
• Knowledge of practice model structures and teaming within the Financial Services Industry 
• Bachelor's Degree 
• 10 to 15 years experience as a wholesaler in the Financial Services Industry 
• Candidates must hold at least one of the following professional designations: CFP, ChFC, or CFA

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.

Salary Information
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.