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Senior Strategist
2 months ago
We are seeking a highly skilled Senior Strategist to join our Wealth Management Consultation team at Edward Jones. As a key member of our High Net Worth team, you will play a critical role in delivering exceptional client experiences and providing expert tax planning advice to our high-net-worth clients.
Key Responsibilities- Partner with financial advisors and branch teams to provide holistic financial planning and tax planning services to high-net-worth clients.
- Develop and implement complex tax planning strategies to meet the unique needs of our clients.
- Collaborate with internal stakeholders to ensure alignment and continued evolution of our wealth management strategies.
- Lead or actively contribute to key strategic initiatives/projects within the Wealth Management Advice & Solutions division.
- Communicate effectively with clients, financial advisors, and internal stakeholders to understand client needs and articulate tax planning strategies and recommendations.
- Deep understanding of financial planning concepts and application.
- Deep expertise in complex tax planning strategies for high-net-worth clients.
- Proficiency using financial planning software or tools and interpreting results.
- Bachelor's degree in Business, Finance, Accounting, or Law required.
- ~ 9+ years of experience in the financial services industry preferred.
- ~ CPA or income tax experience required.
At Edward Jones, we value and respect our associates and their contributions. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. 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, and we strive to create a workplace where everyone feels like they belong.
