Senior Estate Planning Strategist

2 months ago


Tempe, Arizona, 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 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.
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.



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