Estate Planning Strategist

3 weeks ago


St Louis, Missouri, United States Edward Jones Full time
Job Overview
\Entities include complex estate planning strategies for High Net Worth clients and may impact the regulatory environment. As a Senior Estate Strategist, you will support financial advisors and deliver high-quality advice, planning, products, and services to meet our HNW client's wealth management and estate planning needs.
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  • Serve as an estate planning expert in partnership with the lead 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.
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\Hiring Information
\$136,571 - \\$232,541 per year
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\Benefits
\- Medical and prescription drug coverage
\- Dental, vision, and voluntary benefits (such as accident, hospital indemnity, and critical illness)
\- Short- and long-term disability coverage at no cost to associates
\- Basic life and basic AD&D coverage at no cost to associates
\- A 401(k) retirement plan and tax-advantaged accounts: health savings account, and flexible spending account

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