Senior Estate Planning Strategist
13 hours ago
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.
- 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.
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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Senior Estate Planning Strategist
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Senior Real Estate Strategist
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St Louis, Missouri, United States Edward Jones Full timeSenior Real Estate StrategistAt Edward Jones, we are seeking a highly skilled Senior Real Estate Strategist to join our team. As a key member of our Branch Real Estate organization, you will play a critical role in supporting the physical branch office needs through the coordination of leasing, construction, lease administration, and maintenance of over...
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Senior Real Estate Strategist
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St Louis, Missouri, United States Edward Jones Full timeSenior Real Estate StrategistAt Edward Jones, we are seeking a highly skilled Senior Real Estate Strategist to join our team. As a key member of our Branch Real Estate organization, you will play a critical role in supporting the physical branch office needs through the coordination of leasing, construction, lease administration, and maintenance of over...
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Senior Real Estate Strategist
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Branch Real Estate Strategist
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Senior Real Estate Strategist
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St Louis, Missouri, United States Edward Jones Full timeJob OverviewEdward Jones is seeking a highly skilled Senior Real Estate Strategist to join our team. As a key member of our Branch Real Estate department, you will play a critical role in supporting the physical branch office needs through the coordination of leasing, construction, lease administration, and maintenance of over 15,000 branch office locations...
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Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
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Branch Real Estate Strategist
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Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
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Branch Real Estate Strategist
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Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
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Estate Planning Strategist
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