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Senior Estate Planning Strategist

2 months ago

Tempe, Arizona, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and experienced Senior Estate Planning Strategist to join our Wealth Management Advice and Solutions (WMAS) division. As a key member of our High Net Worth team, you will be responsible for providing expert estate planning advice and guidance to our clients with complex financial needs.

Key Responsibilities
  • Partner with financial advisors and clients to understand their estate planning goals and objectives
  • Develop and implement comprehensive estate planning strategies to meet client needs
  • Collaborate with internal stakeholders, including the Edward Jones Trust Company, to bring forward holistic solutions to clients
  • Leverage relationships with external third-party service providers to implement estate planning strategies
  • Communicate complex estate planning concepts to clients and financial advisors
Requirements
  • Bachelor's degree in Business, Finance, Accounting, or Law required
  • Advanced degree (such as JD) required
  • Series 7 and 66 preferred or obtained within 6 months of hire
  • Insurance license preferred or obtained within 6 months of hire
  • CFP Required
  • 9+ years of experience in the financial services industry preferred
  • Client-facing experience required
About Edward Jones

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. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.