Edward Jones · 9 hours ago
High Net Worth Insurance Strategist
United States
Full-time
Remote
Senior Level, Lead/Staff
$120K/yr - $204K/yr
11+ years expEdward Jones is a Fortune 500 company focused on improving the lives of clients through meaningful financial services. The High Net Worth Insurance Strategist will design and launch an insurance strategist offering, serving as a subject matter expert and collaborating with various teams to deliver high-quality insurance solutions for HNW clients.
AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
Responsibilities
Design and launch the insurance strategist offering, including frameworks, processes, and best practices aligned with Generations' goals and HNW client needs
Serve as a subject matter expert for complex insurance situations requiring deep technical knowledge
Partner with senior planners, financial advisors, and third-party experts to deliver high-quality Advice, Planning, Products, and Services (APPS) for HNW clients
Communicate effectively with advisors, HNW teams, and clients to understand goals, articulate complex strategies, and provide actionable recommendations
Act as a conduit between Edward Jones, the Insurance Product Team, Field Supervision, and third-party insurance providers to ensure timely, customized solutions aligned with firm guidance
Facilitate execution of insurance strategies between third-party providers and HNW teams
Leverage financial planning tools to identify opportunities, integrate insurance solutions into holistic plans, and monitor progress toward client objectives
Collaborate with internal stakeholders (Compliance, Legal, Operations, Senior Portfolio Strategists) to ensure alignment and evolution of HNW strategies
Contribute to strategic initiatives within Private Wealth to advance the firm's HNW capabilities and future product development
Shape client-facing guidance on complex insurance strategies and provide input on new products and services to meet evolving client needs
Qualification
Required
Bachelor's degree in Business, Finance, Accounting or other related degree
Series 7 and 66 required within 6 months of hire
Insurance license required
11+ years of experience in the financial services industry
Minimum of 8 years Insurance experience for HNW investors
Direct client service experience as a member of a HNW client-facing professional team required
Strong understanding of Financial Advisor and Branch Team processes, including implementation of insurance offerings for HNW clients
Ability to interpret and apply firm advice and guidance to create tailored insurance solutions that integrate seamlessly into holistic financial plans
Deep expertise in the insurance industry, including products, solutions, and strategies commonly used by HNW clients, and familiarity with their practical implementation
Ability to analyze complex client documents, such as statements, in-force illustrations, and personal financial statements to identify planning opportunities and recommend strategies
Preferred
CFP® designation preferred or obtained in accordance with firm policy
Advanced degree preferred
Active FINRA licenses
Benefits
Medical and prescription drug
Dental
Vision
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short- and long-term disability
Basic life
Basic AD&D coverage
401k retirement plan
Tax-advantaged accounts: health savings account, and flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time
Personal days
A paid day for volunteerism
Bonuses and profit sharing
Employee Assistance Program
Company
Edward Jones
Edward Jones provides personalized investment advisory, brokerage, and management services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$445.94M2025-09-25Undisclosed· $52.12M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Director of Data Science
Recent News
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2026-01-16
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