Edward Jones

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Senior Content Creation Specialist - Financial Planning

Edward Jones
  • 78,795 - 134,163 USD per Year
  • Full Time
  • Posted : 11 months ago

About-Us


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.


Job-Overview


The Content Creation Team will be comprised of financial planning subject matter experts, solely dedicated to creating, curating, and maintaining training content to home office support areas, Strategic Product Partners, and Branch Teams on the "what" and "how" of delivering the Edward Jones signature experience to clients.  This team's primary responsibility will be to develop, maintain and align the firm's financial planning training content, inclusive of all Value Team priorities and functional capability needs, to activate and accelerate the full and evolving Edward Jones Client Team to "Deliver Experiences" to tens of millions of clients and their families. 


We are looking to fill two roles with differing areas of subject matter expertise. Candidates for both roles should have general financial planning expertise, however, the first role has a concentration on multiple goals and education, while the second role will concentrate on estate legacy planning.


  • Lead the creation, curation, and maintenance of wealth management source content for training and coaching branch teams, home office associates and product partners. 
  • Assist as an adult learning SME (Subject Matter Expert) to develop best practices on Estate and Legacy Planning guidance for all existing and future financial planning advice, planning, products, services, tools (Financial Foundation, Sales Force, MoneyGuide, IAP [Investment Advisory Platform], Banking Offerings, etc.).
  • Lead the effectiveness of GBA / Financial Planning communication and training programs, co-creating the strategy and development of face-to-face, virtual, online, and other modes of training for branch teams, home office branch support areas, and product partners.
  • Assist in the firm's transformation efforts from delivering Goals-based Advice (GBA) to Fiduciary Financial Planning training delivered to branch teams and home office associates. 
  • Brings subject matter expertise in specific financial topic(s) of emphasis within Fiduciary Financial Planning to content creation work. 
  • Assist as Estate and Legacy Planning SME to develop best practices on all existing and future financial planning advice, planning, products, services, tools (Financial Foundation, MoneyGuide Pro, IAP, Banking Offerings, etc.)
  • 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 


Skills-Requirements


What is Needed for this Position:


  • Minimum 7 years' experience within financial services industry
  • Bachelor's degree required
  • All securities licenses required by area must be obtained within 6 months of hire (SIE, Series 7, Series 66)
  • General financial planning expertise, with strong experience in either multiple goals and education, or estate legacy planning.


What Could Set You Apart:


  • Knowledge of Financial Planning principals, technology, products, and solutions
  • Current CFP®, ChFC® or other credential holder (ex CIMA, CRPC, CEPA, CLU, JD)
  • Previous experience in financial services training, coaching, and / or consultation
  • Experience using MoneyGuide Pro or other similar financial planning software
  • Experience working with clients as a Financial Advisor or member of a planning team


Awards-Accolades
  • 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.


EEO


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. Visit our career site 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:

Skills
  • Content Creation
  • Financial Planning
  • Coaching
  • Content Writing
  • Consultation
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