Senior Wealth Strategist- Estate

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

Arizona, Tempe, Missouri, St. Louis

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 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
 

External Flexible Work Option(s)

Hybrid

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

Country

United States

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
• Series 7 and 66 required within 6 months of hire
• Insurance license required within 6 months of hire
• CFP designation highly preferred
• Juris Doctorate or other graduate or postgraduate education specializing in complex estate planning highly preferred
• Bachelor's degree in business, Finance, Accounting or Law required
• Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client.
• Proficiency using financial planning software or tools and interpreting results
• Deep understanding of financial planning concepts and application
• Deep expertise in complex estate planning strategies including but not limited to Spousal Lifetime Access Trusts, Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, generational gift planning, Qualified Personal Residence Trusts, etc. Candidates should have the ability to understand and explain these strategies as well as identify when strategy is appropriate to discuss with a client and aligns with their financial plan and goals.
• Ability 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 planning.
• Need 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.

What Could Set You Apart:

• Mastery of financial planning, investment strategies, tax planning, and estate planning.
• Strong presentation and communication skills
• Exceptional organizational skills
• Understanding of Financial Advisor and Branch Team Support Member(s) structure
• Extensive experience dealing with high net worth clients and addressing their complex financial needs.