Senior Tax Strategist, High Net Worth Team

4 days ago

Saint Louis, United States Edward Jones Full time
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

Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you

This team sits within the Wealth Management Advice and Solutions (WMAS) division. WMAS Purpose: We innovate, develop, evolve, and manage integrated advice, planning, products, and services (APPS), leveraging deep understanding of client and branch team needs. We enable branch teams to deliver unparalleled value for our clients and communities through wealth management offerings and experiences, from discovery to planning and implementation, supported by thought leadership and expert services.

Wealth Management Consultation is an area within WMAS that serves as the planning and investment portfolio advice consultation group to support the delivery of financial planning services and implementation of the Edward Jones planning and investment solutions. We serve as a resource that our branch teams can utilize to implement wealth management Advice, Planning, Products, and Services (APPS). We partner with WMAS stakeholders to deliver formalized, advanced, and personalized advice from subject matter experts, with a particular focus on implementation of planning, portfolio construction, advice, and guidance. We provide our branch teams with a holistic view of planning and portfolio management across their business, including analytics and visualizations, while helping them deliver the comprehensive wealth management services that our clients desire.

The Edward Jones Wealth Management Consultation High Net Worth team provides an end-to-end, high-net-worth (HNW) client experience (Clients with $10 million or more) 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.

What you'll do:
The Senior Tax Planning Strategist leverages the extensive resources of our home office and external 3rd party partnerships to serve HNW clients with complex needs. They serve as the tax planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and articulate tax planning needs.

Responsibilities include:
  • 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 tax planning needs.
  • Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive tax 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 tax 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 tax planning and legal advice service providers to implement tax planning strategies for clients. Setting expectations with tax 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 tax and legacy goals.
  • Facilitate the timely delivery and execution of tax 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.

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.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum: $113810
Hiring Maximum: $193785

Read More About Job Overview

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 tax planning strategies for HNW clients

Credentials and Experience:
  • Bachelor's degree in Business, Finance, Accounting or Law required
  • Advanced degree preferred
  • Series 7 and 66 required
  • State Insurance license required
  • CFP® preferred
  • 9+ years of experience in the financial services industry preferred
  • Client facing experience required
  • CPA or income tax experience required


Read More About Skills/Requirements

Awards & 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

Read More About Awards & Accolades

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

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.

#LI-HO

  • Senior Tax Strategist High Net Worth Team

    4 days ago

    St. Louis, MO, USA, United States Edward Jones Full time

    Unlock Your Potential as a Senior Tax StrategistAt Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Tax Strategist on our High Net Worth team, you'll play a critical role in delivering exceptional tax planning services to our high net worth clients.Key Responsibilities:Partner with our home office and external...

  • Senior Tax Strategist, High Net Worth Team

    4 days ago

    St Louis, Missouri, United States Edward Jones Full time

    Unlock Your Potential as a Senior Tax StrategistAt Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Tax Strategist on our High Net Worth team, you'll play a critical role in providing expert tax planning advice to our clients with complex financial situations.Key Responsibilities:Partner with our Financial...

  • Senior Tax Strategist, High Net Worth Team

    1 month ago

    St. Louis, MO, USA, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled Senior Tax Strategist to join our High Net Worth team at Edward Jones. As a key member of our team, you will be responsible for providing expert tax planning advice to our high net worth clients, helping them achieve their financial goals and minimize their tax liabilities.Key ResponsibilitiesPartner with our...

  • Senior Tax Strategist, High Net Worth Team

    1 week ago

    Saint Louis, United States Edward Jones Full time

    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...

  • Senior Tax Strategist, High Net Worth Team

    4 days ago

    Saint Louis, United States Edward Jones Full time

    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...

  • Senior Tax Strategist, High Net Worth Team

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    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...

  • Senior Portfolio Strategist

    6 hours ago

    St. Louis, MO, USA, United States Edward Jones Full time

    Unlock Your Potential as a Senior Portfolio StrategistAre you passionate about helping high net worth clients achieve their financial goals? Do you have a strong background in financial planning and a deep understanding of investment strategies? If so, we invite you to join our team as a Senior Portfolio Strategist.About the RoleAs a Senior Portfolio...

  • Senior Portfolio Strategist

    4 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Unlock Your Potential as a Senior Portfolio StrategistAt Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Portfolio Strategist, you'll play a critical role in delivering high-quality investment advice and solutions to our high-net-worth clients.Key Responsibilities:Develop and implement customized investment...

  • Senior Tax Strategist, High Net Worth Team

    1 week ago

    Saint Louis, MO, United States Edward Jones Full time

    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...

  • Senior Tax Strategist, High Net Worth Team

    4 days ago

    Saint Louis, MO, United States Edward Jones Full time

    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...

  • Senior Portfolio Strategist

    3 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Job OverviewAs a Senior Portfolio Strategist on the High Net Worth team at Edward Jones, you will play a critical role in delivering personalized investment advice and portfolio management services to our high-net-worth clients. This is a unique opportunity to leverage your expertise in financial planning and investment management to make a meaningful impact...

  • Senior Estate Strategist

    1 week ago

    Saint Louis, United States Edward Jones Full time

    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...

  • Senior Estate Strategist

    1 month ago

    Saint Louis, United States Edward Jones Full time

    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...

  • Senior Estate Strategist

    6 days ago

    Saint Louis, United States Edward Jones Full time

    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...

  • Senior Estate Strategist

    2 days ago

    Saint Louis, United States Edward Jones Full time

    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...

  • Senior Estate Strategist

    1 week ago

    Saint Louis, United States Edward Jones Full time

    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...

  • Senior Estate Strategist

    2 weeks ago

    Saint Louis, United States Edward Jones Full time

    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...

  • Senior Estate Strategist

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    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...

  • Senior Estate Strategist

    1 month ago

    Saint Louis, United States Edward Jones Full time

    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...

  • Senior Estate Strategist

    7 days ago

    Saint Louis, United States Edward Jones Full time

    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...