Edward Jones
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Senior Estate Strategist
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Edward Jones 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. Job Overview
Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth estate planning? If you answered yes to these questions, This could be the right opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) clients and we need your help launching this new offering and brand, Edward Jones Generations. We're looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do. What You Will Do
Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive estate planning expertise. Communicate at an appropriate technical level with financial advisors, High Net Worth team, and clients to gain understanding of client's needs. Serve as a conduit to a third-party estate planning and legal advice service providers to implement estate planning strategies for clients. 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. Work in partnership with Edward Jones internal stakeholder groups 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. Skills/Requirements
Deep Subject Matter expertise in complex estate planning for High-Net-Worth clients Strong presentation and communication skills Personal initiative and ability to collaborate and build relationships Ability to lead small groups and present findings in a clear and concise manner Ability to lead a client meeting with multiple professionals Ability to understand how changes in tax laws, legislation, and regulatory changes impact High Net Worth tax planning and client facing strategies and recommendations What We Offer
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. 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. Our Company
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. 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. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. 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.
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Senior Estate Strategist
role at
Edward Jones 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. Job Overview
Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth estate planning? If you answered yes to these questions, This could be the right opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) clients and we need your help launching this new offering and brand, Edward Jones Generations. We're looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do. What You Will Do
Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive estate planning expertise. Communicate at an appropriate technical level with financial advisors, High Net Worth team, and clients to gain understanding of client's needs. Serve as a conduit to a third-party estate planning and legal advice service providers to implement estate planning strategies for clients. 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. Work in partnership with Edward Jones internal stakeholder groups 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. Skills/Requirements
Deep Subject Matter expertise in complex estate planning for High-Net-Worth clients Strong presentation and communication skills Personal initiative and ability to collaborate and build relationships Ability to lead small groups and present findings in a clear and concise manner Ability to lead a client meeting with multiple professionals Ability to understand how changes in tax laws, legislation, and regulatory changes impact High Net Worth tax planning and client facing strategies and recommendations What We Offer
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. 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. Our Company
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. 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. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. 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.
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