Senior Estate Strategist

1 week ago


Tempe, Arizona, United States Edward Jones Full time
Unlock Your Potential as a Senior Estate Strategist

Are you passionate about helping high net worth individuals achieve their financial goals? Do you have a strong background in estate planning and a desire to make a meaningful impact? If so, we invite you to join our team as a Senior Estate Strategist at Edward Jones.

About the Role

As a Senior Estate Strategist, you will be responsible for providing expert guidance and support to our financial advisors and clients on complex estate planning matters. You will leverage your extensive knowledge of financial planning concepts and estate planning strategies to help clients achieve their goals and protect their legacy.

Key Responsibilities
  • Partner with financial advisors and clients to understand their estate planning needs and goals
  • Develop and implement comprehensive estate planning strategies to meet client objectives
  • Collaborate with internal stakeholders and external service providers to bring forward holistic solutions to meet client needs
  • Communicate complex estate planning concepts to clients and financial advisors in a clear and concise manner
  • Stay up-to-date on industry trends and regulatory changes to ensure compliance and best practices
What We Offer

At Edward Jones, we value and respect our associates and their contributions. We offer a competitive compensation package, including a base salary, bonuses, and profit sharing. Our associates also enjoy a comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) plan with company match.

We are committed to creating a workplace that is inclusive, diverse, and supportive of our associates' personal and professional growth. Our associates are empowered to make a meaningful impact and contribute to the success of our clients and our firm.

Join our team and discover a career that is both challenging and rewarding. Apply now to become a Senior Estate Strategist at Edward Jones and take the first step towards a fulfilling and successful career in estate planning.



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