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Advising Specialist II, Wealth Management Advice and Solutions
Posted 1 weeks ago
Job Description
The Wealth and Practice Management Division ensures branch teams and clients have consistent access to high-quality retirement, banking, insurance, mutual fund, and education savings products aligned with the firm’s investment philosophy. We support teams in delivering exceptional client value through end-to-end wealth management—spanning discovery, planning, and implementation—backed by expert services and thought leadership.
Financial Planning advances the firm’s shift from goals-based advice to comprehensive planning by expanding capabilities, tools, and resources. We partner across the division to align and integrate strategy, enabling more teams to consistently deliver client value while evolving planning standards, best practices, and advisory frameworks.
The Advising Specialist II serves as a financial planning subject matter expert, focused on implementing a standardized financial plan review process to ensure quality and consistency. The role requires deep planning expertise, strong understanding of firm guidance, and the ability to provide thought leadership and influence large-scale initiatives.
What You Will Do:
Financial Planning advances the firm’s shift from goals-based advice to comprehensive planning by expanding capabilities, tools, and resources. We partner across the division to align and integrate strategy, enabling more teams to consistently deliver client value while evolving planning standards, best practices, and advisory frameworks.
The Advising Specialist II serves as a financial planning subject matter expert, focused on implementing a standardized financial plan review process to ensure quality and consistency. The role requires deep planning expertise, strong understanding of firm guidance, and the ability to provide thought leadership and influence large-scale initiatives.
What You Will Do:
- Review financial plans to ensure they meet firm policies and quality standards.
- Partner with Financial Planning teams to educate, coach, and support advisors in delivering high-quality plans.
- Ensure adherence to current practices and identify opportunities to improve policies and controls.
- Evaluate planning policies for consistency and alignment; apply knowledge of the firm’s business model and investment philosophy.
- Serve a subject matter expert for stakeholders and branch teams to uphold planning policy integrity.
- Collaborate on planning-related projects from design through implementation.
- Partner with Service, Field Supervision, Compliance, Legal, and Operations to resolve planning-related issues.
- Monitor industry, competitor, and regulatory trends and assess impacts on the firm’s approach.
- Drive results through collaboration, including training and mentoring others.
**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.**