Senior Estate Strategist
4 days ago
The Senior Estate Planning Strategist leverages the extensive resources of our home office and external 3rd party partnerships to serve HNW clients with complex needs in the following ways:
- They serve as the Estate Planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and articulate client estate and legacy goals.
- Partner with various internal stakeholders and service providers, such as the Edward Jones Trust Company, to bring forward holistic strategies and solutions to meet client goals
- Leverage relationships with, and provide oversight to, external 3rd party service providers, such as estate planning law firms, to bring estate planning strategies to implementation
- Leverage the firm's full suite of financial planning tools to help clients define their financial goals, identify estate planning opportunities, and monitor progress to keep clients on-track to meet their goals
- Support lead planner and partner with home office and third-party experts to support financial advisors and deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our HNW client's wealth management and estate planning needs.
- 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, HNW 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 HNW team to deliver timely advice and customized client deliverables. Connect client's financial plan to their estate and legacy goals.
- Facilitate the timely delivery and execution of estate planning advice between the third-party service provider and HNW team
- Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our HNW 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.
Hiring Maximum: $193785 Skills/Requirements Knowledge:
- 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 for HNW clients.
- Analytical Thinking & Customer Relationship Management
- Branch Systems and Tools
- Estate & Financial Planning
- Wealth Management & Tax Optimization
- Project Planning & Problem Solving
- Bachelor's degree in Business, Finance, Accounting or Law required
- Advanced degree (such as JD) required
- Series 7 and 66 preferred or obtained within 6 months of hire
- Insurance license preferred or obtained within 6 months of hire
- CFP® required
- 9+ years of experience in the financial services industry preferred
- Client Facing experience required
- Up to 10% Travel
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