Senior Estate Strategist - High Net Worth

Your passion.
Our purpose.
This could be powerful.Maybe the markets keep you up at night.
Trusts are your forte.
Or your idea of a perfect day at the office is a deep dive into equity research.
Whatever your passion, at Edward Jones it will have purpose.
Your work is meaningful - because it has a singular focus: client relationships.
What you do every day helps people achieve and protect their financial goals.
Impacting lives for the better.
And with our remarkable work-life flexibility, one of the lives it could enhance is yours.Job OverviewPosition Schedule: Full-TimeTeam Overview:Do you have a desire to be a part of the wealth management process?
Do people consider you a strategic thinker and strong collaborator?
Do you have a strong background in financial planning and experience with complex financial planning concepts?
What about a deep understanding of the Financial Advisor role and serving clients?
If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you!This team sits within the Wealth Management Advice and Solutions (WMAS) division.
WMAS Purpose: We innovate, develop, evolve, and manage integrated advice, planning, products, and services (APPS), leveraging deep understanding of client and branch team needs.
We enable branch teams to deliver unparalleled value for our clients and communities through wealth management offerings and experiences, from discovery to planning and implementation, supported by thought leadership and expert services.Wealth Management Consultation is an area within WMAS that serves as the planning and investment portfolio advice consultation group to support the delivery of financial planning services and implementation of the Edward Jones planning and investment solutions.
We serve as a resource that our branch teams can utilize to implement wealth management Advice, Planning, Products, and Services (APPS).
We partner with WMAS stakeholders to deliver formalized, advanced, and personalized advice from subject matter experts, with a particular focus on implementation of planning, portfolio construction, advice, and guidance.
We provide our branch teams with a holistic view of planning and portfolio management across their business, including analytics and visualizations, while helping them deliver the comprehensive wealth management services that our clients desire.The Edward Jones Wealth Management Consultation High Net Worth team provides an end-to-end, high-net-worth (HNW) client experience (Clients with $10 million or more) by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.
What You Will Do:Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive estate planning expertise.
Need to demonstrate ability to understand how upcoming changes in legislation and regulatory environment may impact High Net Worth estate/legacy planning and proposed client strategies.
Support the implementation of estate planning strategies and recommendations.Communicate at an appropriate technical level with financial advisors, High Net Worth team, and clients to gain understanding of client's needs, aid in documenting client goals, articulate estate planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and build relationships with clients and financial advisors.
Serve as a conduit to a third-party estate planning and legal advice service providers to implement estate planning strategies for clients.
Setting expectations with estate planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and customized client deliverables.
Connect client's financial plan to their estate and legacy goals.
Clearly articulate services to be rendered to 3rd party service providers.
Need to ensure that 3rd party advice aligns to EDJ advice and guidance.Facilitate the timely delivery and execution of estate planning advice between the third-party service provider and High Net Worth team.Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our High Net Worth strategy and team, in collaboration with internal/external stakeholders, that enable the firm's evolution to deliver ongoing financial planning and asset management services.Work in partnership with Edward Jones internal stakeholder groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist, etc.)
to ensure proper alignment and continued evolution in partnership with the HNW business segment and APPS strategies.Help shape and inform High Net Worth client facing advice and guidance related to complex estate planning as well as provide input on future products and services needed to meet client needs.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.
Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Associates may be eligible for bonuses and profit sharing.
All associates are eligible for the firm's Employee Assistance Program.
For more information on the Benefits available to Edward Jones associates, please visit our benefits page.Hiring Minimum: $136571Hiring Maximum: $232541Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).
A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.Read More About Job OverviewSkills/RequirementsWhat Experience You Need:Bachelor's degree in Business, Finance, Accounting or Law required Advanced degree (such as JD) required Series 7 and 66 required within 6 months of hire Insurance license required 6 months of hire CFP® preferred or obtained in accordance with firm policyAbility to travel up to 10% to target markets11+ years of experience in the financial services industry preferredDirect client service experience as a member of a HNW client-facing professional team requiredUnderstanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offeringsAbility to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each clientProficiency using financial planning software or tools and interpreting resultsDeep understanding of financial planning concepts and applicationDeep expertise in complex estate planning strategies including but not limited to Spousal Lifetime Access Trusts, sales to Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Generational Skipping Tax Transfer (GSTT), generational gift planning, Qualified Personal Residence Trusts, etc.
Should be able to understand and explain these strategies as well as identify when a strategy is appropriate to discuss with a client and ensures alignment to their financial plan and goals.
Should also be familiar with implementation of these strategies for High Net Worth clientsAbility to review High Net Worth client estate planning documents (i.e.
trusts, wills, power of attorney, medical/healthcare directives, gift/estate tax returns, prenuptial agreements, divorce decree, business agreements, etc.)
and identify opportunities to implement strategies that better align to client goals related to estate and legacy planningNeed to demonstrate ability to understand and interpret how upcoming changes in legislation and regulatory environment may impact HNW estate/legacy planning and proposed client strategies.
Support the implementation of estate planning strategies and recommendationsWhat Could Set You Apart:Deep Subject Matter expertise in complex estate planning for High Net Worth clientsStrong presentation and communication skillsPersonal initiative and ability to collaborate and build relationshipsAbility to lead small groups and present findings in a clear and concise mannerAbility to lead a client meeting with multiple professionalsExceptional organizational skillsGenerate innovative solutions by challenging status quoProvide coaching and mentoring to others in the department Ability to understand how changes in tax laws, legislation, and regulatory changes impact High Net Worth tax planning and client facing strategies and recommendationsTravel ExpectationUp to 10% travel to target markets *Candidates that live within in 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.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong.
We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin 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.
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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.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-HO