Senior Planning Strategist

Maybe the markets keep you up at night. Or your idea of a perfect day at the office is a deep dive into equity research. What you do every day helps people achieve and protect their financial goals. Full-Time
Do you have a desire to be a part of the wealth management process? Do you have a background in financial planning, with an emphasis on tax strategies? What about experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you
Private Wealth Consulting is a team within the Private Wealth area that serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation through investment solutions to high net worth (HNW) clients. We collaborate across Edward Jones home office teams and external 3rd party relationships to deliver personalized advice with a particular focus on financial planning, portfolio strategy, and guidance on complex wealth management strategies.
The Private Wealth Consulting Team partners with branch teams to deliver a comprehensive review and analysis of HNW clients' financial planning needs and provides tailored financial strategies to help clients reach their goals.
Senior Wealth Strategists 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 High Net Worth clients' wealth management and estate planning needs. You will be called upon as an estate planning subject matter expert, on the firm's full suite of financial planning tools, investment offerings, and how they're leveraged to help clients define their financial goals and identify solutions to keep them on-track. Additionally, you will apply knowledge of financial planning disciplines to unique client circumstances and work directly with branch teams and their clients. You'll be joining a team of high-energy associates, with tenure ranging from years to decades, dedicated to personal development, inclusion and diversity, and partnering with financial advisors as part of the client team.
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 planning and proposed client strategies.
Communicate with financial advisors and clients to gain understanding of client's needs, aid in documenting client goals, articulate investment and estate planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and build relationships with clients and financial advisors
Lead firm goals, projects and initiatives to better serve branch teams and clients.
Drive department/team wide goals, projects and initiatives to better serve branch teams and clients.
Stay abreast of financial planning concepts, market trends, investment opportunities, changes in financial regulations, etc. and share subject matter expertise with team, Financial Advisors, and clients
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.
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. gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
9+ years' experience in the Financial Services Industry
Juris Doctorate or other graduate or postgraduate education specializing in complex estate planning highly preferred
Bachelor's degree in business, Finance, Accounting or Law required
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, Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, generational gift planning, Qualified Personal Residence Trusts, etc. Candidates should have the ability to understand and explain these strategies as well as identify when strategy is appropriate to discuss with a client and aligns with their financial plan and goals.
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.
Mastery of financial planning, investment strategies, tax planning, and estate planning.
Understanding of Financial Advisor and Branch Team Support Member(s) structure
Extensive experience dealing with high net worth clients and addressing their complex financial needs.
Exceptional analytical abilities for assessing complex financial situations and developing tailored solutions.
Ability to support a financial advisor in evaluating solutions-based strategies for client needs
CPA, JD, CFA or additional financial planning certification
Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
Current INTERNAL home-based associates:
if selected and accepted, you may retain your home-based status . Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
At Edward Jones, we are building a place where everyone feels like they belong.
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Join a financial services firm where your contributions are valued.
With over 9 million clients and 20,000 financial advisors across the U.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. Purpose, Inclusion and Citizenship Report .
1Fortune 500, published June 2024, data as of December 2023. 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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