Senior Estate Planning Strategist
2 months 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 play a critical role in serving our clients with complex estate planning needs.
Key Responsibilities- Partner with financial advisors and internal stakeholders to uncover and understand client estate and legacy goals.
- Leverage relationships with external 3rd party service providers to bring estate planning strategies to implementation.
- Utilize financial planning software and tools to help clients define their financial goals and identify estate planning opportunities.
- Communicate complex estate planning concepts to clients and financial advisors, and provide guidance on implementation.
- 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.
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.
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Senior Estate Strategist
2 weeks ago
Tempe, Arizona, United States Edward Jones Full timeUnlock Your Potential as a Senior Estate StrategistAre you passionate about helping high-net-worth clients achieve their financial goals? Do you have a deep understanding of complex estate planning strategies? If so, we invite you to join our team at Edward Jones as a Senior Estate Strategist.About the RoleAs a Senior Estate Strategist, you will work closely...
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Senior Estate Planning Strategist
2 months ago
Tempe, Arizona, United States Edward Jones Full timeAbout the RoleWe 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 play a critical role in serving our clients with complex estate planning needs.Key ResponsibilitiesPartner with financial advisors and branch teams to uncover,...
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Senior Estate Strategist
1 month ago
Tempe, Arizona, United States Edward Jones Full timeUnlock Your Potential as a Senior Estate StrategistAre 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? As a Senior Estate Strategist at Edward Jones, you will have the opportunity to leverage your expertise to serve clients with...
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Senior Real Estate Strategist
4 weeks ago
Tempe, Arizona, United States Edward Jones Full timeUnlock Your Potential as a Senior Real Estate Strategist at Edward JonesAre you a seasoned professional looking for a challenging and rewarding role where you can make a meaningful impact? Look no further than Edward Jones, a Fortune 500 company that values its associates and their contributions.About the RoleWe are seeking a highly skilled Senior Real...
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Senior Labor Planning Strategist
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Senior Portfolio Strategist
4 weeks ago
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Branch Real Estate Designer
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Senior Facilities Designer
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Senior Branch Real Estate Consultant
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Branch Real Estate Designer
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Tempe, Arizona, United States Edward Jones Full timeTransformative Career OpportunityEdward Jones is seeking a highly skilled and innovative Branch Real Estate Designer to join our team. As a key member of our Branch Real Estate department, you will play a critical role in shaping the physical office spaces that support our financial advisors and clients.Key Responsibilities:Collaborate with our Design...
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Senior Branch Real Estate Consultant
4 weeks ago
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Digital Communication Strategist
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Branch Real Estate Consultant
3 weeks ago
Tempe, Arizona, United States Edward Jones Full timeEvolve the Firm's Real Estate StrategyAt Edward Jones, we're seeking a talented Branch Real Estate Consultant to join our team. As a key member of our Branch Real Estate team, you'll play a crucial role in evolving our firm's real estate strategy to meet current and future client expectations and branch team needs.Key Responsibilities:Partner with Financial...
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Senior Planning Manager
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Senior Planning Manager
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Tax Senior
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High Net Worth Wealth Strategist
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Tempe, Arizona, United States Edward Jones Full timeAbout the RoleWe're seeking a skilled High Net Worth Wealth Strategist to join our team at Edward Jones. As a key member of our High Net Worth team, you'll play a vital role in delivering exceptional wealth management services to our clients. Your expertise in financial planning, portfolio construction, and investment advice will enable you to provide...