Edward Jones
The Wealth Consultant II serves as a subject matter expert within the Client Consultation Group, providing comprehensive financial planning and wealth management to high-net-worth clients. The role involves collaborating with internal experts and external advisors to develop complex strategies that align with client values and long-term goals. Additionally, the position requires expertise in portfolio construction and a commitment to continuous professional growth and team collaboration.
Headquarters
St. Louis, Missouri, United States
Company Size
10001+ employees
Founded
1922
Edward Jones is a 100-year-old (founded 1922) full-service financial services firm headquartered in St. Louis that focuses on serving individual investors rather than institutions. With a network of more than 20,000 financial advisors across the United States and Canada and roughly 49,000 employees, it offers wealth management, retirement and education savings planning, investment services, insurance, fixed income, and legacy and small-business financial planning. As a privately owned, registered broker-dealer and investment adviser, Edward Jones emphasizes personalized, long-term client relationships and community-focused service.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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