Senior Estate Planning Strategist

13 hours ago


St Louis MO USA, United States Edward Jones Full time
About the Role

We are seeking a highly skilled 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 partner with financial advisors and clients to deliver comprehensive wealth management and estate planning services.

Key Responsibilities
  • Develop and implement estate planning strategies for high net worth clients, leveraging the firm's resources and external partnerships.
  • Collaborate with internal stakeholders and service providers to bring forward holistic solutions to meet client goals.
  • Provide oversight and guidance to external third-party service providers, such as estate planning law firms, to ensure timely and effective implementation of estate planning strategies.
  • Leverage the firm's financial planning tools to help clients define their financial goals, identify estate planning opportunities, and monitor progress.
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 certification required.
  • 9+ years of experience in the financial services industry preferred.
  • Client-facing experience required.
About Us

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. Join a financial services firm where your contributions are valued and your career can thrive.



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