Edward Jones
Senior Estate Strategist- High Net Worth
Edward Jones, Saint Louis, Missouri, United States, 63146
Overview
Join to apply for the
Senior Estate Strategist
role at
Edward Jones . This job posting is anticipated to remain open for 30 days, from 30-Sep-2025. The posting may close early due to the volume of applicants. Base pay range
$140,400.00/yr - $239,100.00/yr 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 Overview Position Schedule:
Full-Time Team overview
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 are looking for strategic thinkers and collaborators with a strong background in the many complex needs of financial planning and a deep desire to put clients first. We are creating all-new market locations to better reach our clients. The Edward Jones Generations team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted third parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our home office and external third-party partnerships to serve HNW clients with complex needs. What you will do
Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive estate planning expertise. Demonstrate the 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 understand client needs, document client goals, articulate estate planning strategies and recommendations, identify expertise needed, and build relationships with clients and financial advisors. Serve as a conduit to third-party estate planning and legal advice service providers to implement estate planning strategies for clients. Set expectations with the estate planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and customized client deliverables. Connect the client’s financial plan to their estate and legacy goals. Clearly articulate services to be rendered to 3rd party providers. Ensure that 3rd party advice aligns with EDJ guidance. Facilitate timely delivery and execution of estate planning advice between the third-party service provider and the High Net Worth team. Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) that support the High Net Worth strategy, enabling the firm to deliver ongoing financial planning and asset management services. Collaborate with internal stakeholder groups (e.g., Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist) to ensure alignment and evolution of the HNW business segment and APPS strategies. Help shape and inform High Net Worth client-facing guidance related to complex estate planning and provide input on future products and services to meet client needs. Compensation and benefits
Edward Jones offers a comprehensive benefits package including medical and prescription drug coverage, dental, vision, voluntary benefits, disability coverage, basic life and AD&D at no cost to associates. 401(k) retirement plan with tax-advantaged accounts (HSA, FSA). Ten paid holidays and 15 days of vacation for new associates, sick time, personal days, and a paid day for volunteerism. Bonuses and profit sharing may be available. Employee Assistance Program is available to all associates. For more information, visit our benefits page. Hiring minimum:
$140,400 Hiring maximum:
$239,100 Required and preferred qualifications
What could set you apart Deep subject matter expertise in complex estate planning for High-Net-Worth clients Strong presentation and communication skills Personal initiative with ability to collaborate and build relationships Ability to lead small groups and present findings clearly and concisely Ability to lead client meetings with multiple professionals Ability to understand how changes in tax laws, legislation, and regulatory updates impact planning and client strategies Candidates who live within 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 a preference for Tuesday through Thursday. Current internal home-based associates: Although the role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Equity and content notes
Edward Jones is an equal opportunity employer and 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. Additional information: This content may include awards, accolades, and company information for context.
#J-18808-Ljbffr
Join to apply for the
Senior Estate Strategist
role at
Edward Jones . This job posting is anticipated to remain open for 30 days, from 30-Sep-2025. The posting may close early due to the volume of applicants. Base pay range
$140,400.00/yr - $239,100.00/yr 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 Overview Position Schedule:
Full-Time Team overview
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 are looking for strategic thinkers and collaborators with a strong background in the many complex needs of financial planning and a deep desire to put clients first. We are creating all-new market locations to better reach our clients. The Edward Jones Generations team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted third parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our home office and external third-party partnerships to serve HNW clients with complex needs. What you will do
Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive estate planning expertise. Demonstrate the 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 understand client needs, document client goals, articulate estate planning strategies and recommendations, identify expertise needed, and build relationships with clients and financial advisors. Serve as a conduit to third-party estate planning and legal advice service providers to implement estate planning strategies for clients. Set expectations with the estate planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and customized client deliverables. Connect the client’s financial plan to their estate and legacy goals. Clearly articulate services to be rendered to 3rd party providers. Ensure that 3rd party advice aligns with EDJ guidance. Facilitate timely delivery and execution of estate planning advice between the third-party service provider and the High Net Worth team. Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) that support the High Net Worth strategy, enabling the firm to deliver ongoing financial planning and asset management services. Collaborate with internal stakeholder groups (e.g., Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist) to ensure alignment and evolution of the HNW business segment and APPS strategies. Help shape and inform High Net Worth client-facing guidance related to complex estate planning and provide input on future products and services to meet client needs. Compensation and benefits
Edward Jones offers a comprehensive benefits package including medical and prescription drug coverage, dental, vision, voluntary benefits, disability coverage, basic life and AD&D at no cost to associates. 401(k) retirement plan with tax-advantaged accounts (HSA, FSA). Ten paid holidays and 15 days of vacation for new associates, sick time, personal days, and a paid day for volunteerism. Bonuses and profit sharing may be available. Employee Assistance Program is available to all associates. For more information, visit our benefits page. Hiring minimum:
$140,400 Hiring maximum:
$239,100 Required and preferred qualifications
What could set you apart Deep subject matter expertise in complex estate planning for High-Net-Worth clients Strong presentation and communication skills Personal initiative with ability to collaborate and build relationships Ability to lead small groups and present findings clearly and concisely Ability to lead client meetings with multiple professionals Ability to understand how changes in tax laws, legislation, and regulatory updates impact planning and client strategies Candidates who live within 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 a preference for Tuesday through Thursday. Current internal home-based associates: Although the role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Equity and content notes
Edward Jones is an equal opportunity employer and 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. Additional information: This content may include awards, accolades, and company information for context.
#J-18808-Ljbffr