High Net Worth Estate Planning Expert

5 days ago

St Louis, Missouri, United States Edward Jones Full time

About Edward Jones

At Edward Jones, we are committed to building a place where everyone feels like they belong. 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. Our associates are seen, heard, respected, and supported.

A Career at Edward Jones

We are a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the United States and Canada. Our 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. We offer a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.

We observe ten paid holidays and provide 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. All associates are eligible for the firm's Employee Assistance Program.

About the Role

We are seeking a High Net Worth Estate Planning Expert to join our team. This role will be responsible for leveraging the extensive resources of our home office and external 3rd party partnerships to serve HNW clients with complex needs.

The ideal candidate will have a deep understanding of financial planning concepts and application, as well as expertise in complex estate planning strategies for HNW clients. Analytical thinking, customer relationship management, and project planning skills are also essential for this role.

Key Responsibilities

  • 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.
  • 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.
  • 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.

Requirements

  • Bachelor's degree in Business, Finance, Accounting or Law required.
  • ~9+ years of experience in the financial services industry preferred.
  • Up to 10% travel to target markets.

Salary Range: $120,000 - $180,000 per year

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