Senior Wealth Strategist- Tax Planning

Position Type

Home Office

Position Schedule

Full-Time

EEO Statement

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.

Posting Location

Missouri, St. Louis, Arizona, Tempe

Company 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.
 

External Flexible Work Option(s)

Hybrid, Remote

Awards and Accolades

At 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 Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Search Headquarters Positions by Area of Interest

Investment Products and Strategy

Position Requirements

What Experience You Need: 

• 9+ years' experience in the Financial Services Industry
• CPA required 
• CFP required or process started within 6 months of hire
• Series 7 and 66 required within 6 months of hire 
• Insurance license required within 6 months of hire 
• Bachelor's degree in business, Finance, Accounting or Law required 
• Broad knowledge of branch teams and branch structure 

 
What Could Set You Apart: 

• Mastery of financial planning, investment strategies, tax planning, and estate planning. 
• Extensive experience dealing with high net worth clients and addressing their complex financial needs. 
• Exceptional analytical abilities for assessing complex financial situations and developing tailored solutions. 
• Ability to support a financial advisor in evaluating solutions-based strategies for client needs 
• Understanding of Financial Advisor/ and Branch Team Support member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings. 

*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.