Practice Management Consultant II at Edward D. Jones in St Louis, Missouri

Job Description:

Join a financial services firm where your contributions are valued.  Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

The Practice Management Sales Enablement Consultation team provides training and consultative support to our branch teams on the firm's Sales Enablement platforms that support practice management strategies. The Sales Enablement team develops our branch team tool strategies and, and via the consultation team provides guidance for ongoing coaching, consultation, training and acumen-building to branch associates and home office support areas. In this role, you will have a large amount of contact with branch teams and will require the ability to translate the value of branch tools at the right level at the right time ensuring successful adoption and achievement of firm outcomes. Strong verbal and written communication skills are a must. Some travel will be required.

• Bachelor's degree required


• 7+ years of industry experience


• Series 7 and 66 licenses required.


• Ability to travel (approximately 15-30% of the time)


• Strongly preferred minimum of 7+ years progressive experience in Salesforce/IT roles and other proven software, systems, and tools


• Strong relationship and interpersonal skills


• Strong written and verbal communication skills are essential including the ability to interact with General Partners and other leaders of the firm.


• Ability to deliver presentations for large groups.


• Ability to coach FAs and Branch Teams on complex topics.


• Ability to apply knowledge of Edward Jones business model, philosophies, and values.