✦ Luna Orbit — Consulting & Advisory

Field Consultant II- Financial Planning

at Jones Financial (Edward Jones)

📍 Tempe, AZ Hybrid Posted March 31, 2026
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Position Details

Type Full-Time
Experience mid
Exp. Years 3+ years
Education B.A./B.S. degree
Category Consulting & Advisory

About this role

Field Consultant II leads the transformation of branch teams toward comprehensive financial planning, delivering training on planning tools, and collaborating with home office and field teams to activate the firm's planning strategy.

Key Responsibilities

  • Lead the firm's transformation efforts to help branch teams AND home office evolve from Goals-based Advice to Financial Planning
  • Implement and ensure the effectiveness of GBA / Financial Planning communication and training programs
  • Serve as subject matter expert in training for MoneyGuide Elite, MoneyGuide Pro, Salesforce, IAP and other firm priorities
  • Partner with home office support areas to skill up associates and leaders
  • Engage directly with clients as SME alongside Financial Advisors when needed

Technical Overview

Proficient with MoneyGuide Elite/Pro, Salesforce, IAP, and Banking Solutions; designs and delivers training programs for branch teams and advisors; supports regulatory and client experience initiatives.

Ideal Candidate

The ideal candidate is a mid-level financial planning professional with Series 7 and 66, 3+ years in financial services, and expertise in MoneyGuide Elite/Pro, Salesforce, and training delivery to branch teams.

Must-Have Skills

B.A / B.S. degreeSeries 7Series 663+ years' experience in the financial services industryDesire to pursue the CFP(R)ChFC(R)or CFA(R) designationRequired Travel around 10%

Nice-to-Have Skills

Knowledge of Financial Planning principlestechnologyproductsand solutionsPrevious training/ coaching/ consulting experienceAdvanced experience with MoneyGuide Elite or other financial planning softwareExperience working with clients as a Financial Advisor or planner team memberIAP knowledge

Tools & Platforms

MoneyGuide EliteMoneyGuide ProSalesforceIAPBanking SolutionsEJTC

Required Skills

field consultant IIfinancial planningmoneyguide elitemoneyguide prosalesforceIAPbanking solutionsEJTCCFPCFAseries 7series 66financial servicestraining

Hard Skills

MoneyGuide EliteMoneyGuide ProSalesforceIAPBanking SolutionsEJTC

Soft Skills

LeadershipCommunicationCoachingTraining deliveryRelationship building

Certifications

Required

Series 7Series 66

Preferred

CFPChFCCFA

Industry & Role

Industry Finance & Accounting
Job Function Act as a financial planning SME to train and coach Edward Jones branch teams on GBA/financial planning tools and processes

Keywords for Your Resume

field consultant IIfinancial planningmoneyguide elitemoneyguide prosalesforceIAPbanking solutionsEJTCCFPChFCCFAseries 7series 66financial servicestrainingcoachingbranch teamswealth managementhybridTempe

Deal Breakers

Lack of Series 7 or Series 66, Not willing to travel ~10%, Not located within commutable distance to Tempe, AZ, Unwilling to work in a hybrid environment

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