Strategic Estate Planning Specialist
1 day ago
We are seeking a highly skilled Senior Estate Strategist to join our team at Edward Jones. This is an exciting opportunity for a professional with a passion for estate planning and wealth management to make a meaningful impact in the lives of our clients.
About the RoleThis Senior Estate Strategist will be responsible for leveraging the extensive resources of our home office and external 3rd party partnerships to serve HNW clients with complex needs. Key responsibilities include serving as the Estate Planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and articulate client estate and legacy goals.
Key Responsibilities- Partner with various internal stakeholders and service providers to bring forward holistic strategies and solutions to meet client goals.
- Leverage relationships with, and provide oversight to, external 3rd party service providers 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.
- 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.
Edward Jones offers a competitive compensation and benefits package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. We also offer a 401k retirement plan, tax-advantaged accounts, paid holidays, and a generous vacation policy.
Why Join Us?At Edward Jones, we are committed to building a workplace that is inclusive, respectful, and supportive. We believe in promoting from within, and we offer a wide range of training and development opportunities to help you achieve your goals.
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