Edward Jones

Senior Estate Strategist- Private Wealth

Edward Jones • $110K — $130K *
West Palm Beach, FL 33411In-Person
Finance & Insurance
11 - 15 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, Accounting, or Law required
  • Advanced degree (such as JD) required
  • Series 7 and 66 must be obtained within 6 months of hire
  • Insurance license required within 6 months of hire
  • CFP® preferred; obtainable per firm policy
  • 11+ years of experience in financial services preferred
  • Direct client service experience within a HNW client-facing team required
  • Deep expertise in complex estate planning strategies for High Net Worth clients

Responsibilities

  • Serve as a subject matter expert on complex High Net Worth estate planning cases
  • Communicate effectively with clients and financial advisors to document goals and strategies
  • Connect clients' financial plans with their estate and legacy goals through third-party services
  • Facilitate timely delivery of estate planning advice between stakeholders
  • Lead initiatives supporting the High Net Worth strategy across the Wealth Management division
  • Collaborate with internal teams to align strategies for High Net Worth clients
  • Shape advice and guidance related to complex estate planning for High Net Worth clients

Benefits

  • Comprehensive medical and prescription drug coverage
  • Dental and vision insurance
  • Voluntary benefits including accident and critical illness coverage
  • 401k retirement plan
  • Paid holidays and vacation days
  • Sick time, personal days, and volunteerism day
  • Employee Assistance Program
Full Job Description
Opportunity Overview

Team Overview:
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 3rd 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 3rd party partnerships to serve HNW 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. 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.


Position Requirements

What 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 policy
  • Ability to travel up to 10% to target markets
  • 11+ years of experience in the financial services industry preferred
  • Direct client service experience as a member of a HNW client-facing professional team required
  • Understanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings
  • 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, 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 clients
  • 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. Support the implementation of estate planning strategies and recommendations

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 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

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

Colleagues assigned to work within a Talent Capability or Generations Hub are expected to work a minimum of four in-office days per week, unless engaged in business offsite. Any changes in strategic direction will be determined by the General Partner responsible for the business segment.

Salary Information

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.

About Edward Jones

Edward Jones provides investment advisory and management services to individual investors. It also offers wealth management, retirement and college savings plans, insurance, and advisory services.

Edward Jones Careers

Join the thriving team at Edward Jones and be part of a company renowned for its commitment to professional growth and innovation. As a leader in the financial services industry, Edward Jones offers unparalleled job opportunities that empower you to shape your future and foster a culture of leadership and diversity.

Opportunities Await

At Edward Jones, we are constantly expanding our team with roles that challenge and reward our employees. Explore a range of positions that suit your skills and career ambitions, from entry-level to senior leadership roles. Whether you're looking for a full-time position or an internship, Edward Jones provides a platform for growth and learning.

Innovate and Lead

Step into a role at Edward Jones and join a culture steeped in innovation and leadership. Our professionals are at the forefront of developing new strategies for financial management, helping to drive the company forward while maintaining our commitment to client-centric solutions.

Grow With Us

Career growth is not just a possibility at Edward Jones—it is a promise. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to diversity and inclusion, ensuring all team members have the opportunity to thrive.

Benefits and Culture

Edward Jones is committed to offering a supportive work environment where every team member feels valued. Enjoy competitive benefits, including health, retirement plans, and family-friendly policies that make balancing your professional and personal life easier. Our culture promotes teamwork, respect, and integrity, all foundational to our business ethos.

Join Our Team

Are you ready to take the next step in your career? Edward Jones is hiring! We are looking for passionate, curious, and driven individuals to join our team. Bring your unique skills and perspective, and help us continue to offer top-tier financial solutions to our clients.

Networking and Professional Development

Networking at Edward Jones goes beyond connecting with colleagues; it involves engaging with a broad community of professionals dedicated to financial excellence and client service. Enhance your career through our robust networking channels and gain insights that can propel you to new heights.

Prepare for Your Future

Starting your career at Edward Jones is made smoother with resources like resume tips, interview coaching, and job matching based on your skills and interests. Personalize your job search with our tailored career advice and discover how Edward Jones can be the key to your professional success.

Stay Connected

Keep up to date with the latest from Edward Jones Careers by subscribing to our job alert emails. Receive personalized updates that match your career interests and get ahead with insider tips and industry-leading insights.

Explore Edward Jones Jobs

Search open positions that align with your career goals at Edward Jones. We look for individuals who are solution-driven, creative, and eager to take on challenges. Explore the opportunities and find out how you can contribute to our team’s success.

Edward Jones: A Place Where Careers Flourish

At Edward Jones, your career is our priority. Join us and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Your journey to professional excellence starts here.
Learn more about Edward Jones
Size
50,000 employees
Industry
Finance & Insurance
Founded
1997
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Edward Jones

More Finance & Insurance Jobs

Find similar Senior Estate Strategist- Private Wealth jobs:

NationwideWest Palm Beach, FL