High Net Worth Tax Expert
4 days ago
At Edward Jones, we believe that everyone deserves access to expert financial guidance. As a High Net Worth Tax Expert, you will play a critical role in supporting our high net worth clients by developing and implementing comprehensive tax planning strategies. Your expertise in complex tax planning, including Charitable Remainder Trusts (CRTs), Private Foundations, Donor Advised Funds, and more, will be invaluable in helping clients achieve their financial goals.
To succeed in this role, you must possess a strong analytical mindset, excellent communication skills, and the ability to navigate complex financial situations. A bachelor's degree in Business, Finance, Accounting, or Law is required, along with advanced degrees and relevant certifications. Experience working with High Net Worth clients and proficiency in financial planning software are also essential.
Our competitive salary range is $136,571 - $232,541 per year, and we offer a comprehensive benefits package, including medical, dental, vision, and 401k retirement plans. At Edward Jones, we prioritize diversity, equity, and inclusion, fostering a workplace where associates can grow professionally and personally. We're excited to welcome talented individuals like you to our team
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Tax Expert
1 week ago
St Louis, Missouri, United States Jobot Full timeAbout the RoleAt our firm, we are seeking an experienced Tax Expert - High Net Worth Specialist to join our team. As a key member of our tax department, you will play a crucial role in managing complex tax engagements for partnership, corporate, and individual clients. This includes federal, foreign, state and local tax returns, estimated payments and...
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High Net Worth Financial Strategist Leader
4 weeks ago
St Louis, Missouri, United States Edward Jones Full timeUnlock Meaningful Career GrowthEdward Jones, a Fortune 500 company, seeks a seasoned Director to lead our High Net Worth Financial Planning team. With over 8 million clients and 19,000 financial advisors across the US and Canada, we prioritize client relationships and aim to improve lives through our partnership.Salary Range:$163,886 - $279,048 per yearAbout...
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Senior Tax Strategist
3 weeks ago
St Louis, Missouri, United States Edward Jones Full timeAbout the RoleThis is a unique opportunity to leverage your expertise in complex tax planning strategies for high net worth clients. As a Senior Tax Strategist, you will be responsible for providing tailored advice and guidance to our clients, helping them achieve their financial goals while minimizing their tax liability.**Key Responsibilities:***...
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High Net Worth Strategist
1 week ago
St Louis, Missouri, United States Edward Jones Full timeJob DescriptionThis Financial Services Consultant role offers an exciting opportunity to join our High Net Worth team at Edward Jones. You will work closely with financial advisors and other team members to provide expert financial planning advice and guidance to our clients with complex financial needs.**Key Responsibilities:**Develop and implement...
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St Louis, Missouri, United States Edward Jones Full timeWe are seeking a Senior Financial Planning Strategist to join our High Net Worth division. This role will be responsible for providing expert financial planning and tax advice to high net worth clients.Responsibilities:Develop and implement comprehensive financial plans that meet the unique needs of high net worth clients.Provide expert tax advice and...
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High Net Worth Financial Planning Director
4 weeks ago
St Louis, Missouri, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and experienced Director of High Net Worth Financial Planning to join our team at Edward Jones. This is a fantastic opportunity to lead a talented group of professionals in providing expert financial planning services to our high net worth clients.ResponsibilitiesLead a team of experienced financial planners in...
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High Net Worth Portfolio Strategist
4 weeks ago
St Louis, Missouri, United States Edward Jones Full timeAbout the RoleWe are seeking a Senior Portfolio Strategist to join our High Net Worth team at Edward Jones. This is a unique opportunity to leverage your expertise in financial planning and investment management to deliver exceptional results for our clients.Job OverviewThe Senior Portfolio Strategist will be responsible for leading the development of client...
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High Net Worth Financial Planning Director
4 weeks ago
St Louis, Missouri, United States Edward Jones Full timeWe are seeking a highly experienced and skilled High Net Worth Financial Planning Director to join our team at Edward Jones. As a leader in the financial services industry, we value expertise, innovation, and collaboration.The ideal candidate will have a strong background in financial planning, tax, and estate strategies, with a proven track record of...
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High Net Worth Estate Planning Expert
4 weeks ago
St Louis, Missouri, United States Edward Jones Full timeAbout Edward JonesAt Edward Jones, we are committed to building a place where everyone feels like they belong. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance...
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Senior Financial Planner
4 days ago
St Louis, Missouri, United States Edward Jones Full timeResponsibilitiesDevelop comprehensive financial plans for high net worth clients with complex needs.Collaborate with financial advisors to gain a deep understanding of client goals and objectives.Articulate investment and financial planning strategies and recommendations to clients and financial advisors.Serve as a subject matter expert on tax planning and...
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Senior Financial Advisor
1 week ago
St Louis, Missouri, United States Edward Jones Full timeEarn an estimated annual salary of $120,000-$180,000 as a Strategic Wealth Consultant at Edward Jones, working from home three days a week in the Louis, MO office. In this role, you'll leverage your knowledge of financial planning, investment strategies, and tax planning to support our financial advisors in serving high-net-worth clients.About the...
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Wealth Management Strategist
1 week ago
St Louis, Missouri, United States Edward Jones Full timeAt Edward Jones, we're building a place where everyone feels like they belong. As a Senior Strategist in our Wealth Management Advice and Solutions team, you'll play a critical role in helping our clients achieve their financial goals.About the RoleThis is a salaried position with an estimated annual salary of $120,000-$180,000, based on location and...
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Senior Financial Strategist
4 days ago
St Louis, Missouri, United States Edward Jones Full timeUnlock Your Potential as a Senior Financial Strategist at Edward JonesAs a Senior Financial Strategist with Edward Jones, you will have the opportunity to leverage your expertise in complex tax planning strategies to support high net worth clients. With a strong background in financial planning and experience working with High Net Worth client-facing...
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Strategic Wealth Consultant
1 week ago
St Louis, Missouri, United States Edward Jones Full timeBecome a Strategic Wealth Consultant at Edward Jones and earn an estimated annual salary of $120,000-$180,000. This salaried position offers a flexible work arrangement, with the option to work from home three days a week in the Louis, MO office.About the TeamYou'll join a team of experienced professionals dedicated to providing exceptional service to our...
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Wealth Management Specialist
5 days ago
St Louis, Missouri, United States Edward Jones Full timePursue a Career as a Wealth Management Specialist with Edward JonesIf you're passionate about helping high net worth clients achieve their financial goals, consider joining our team as a Wealth Management Specialist. In this role, you'll develop and implement comprehensive wealth management strategies, leveraging your expertise in complex tax planning,...
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Strategic Financial Planning Director
4 weeks ago
St Louis, Missouri, United States Edward Jones Full timeUnlock Your Potential as a Strategic Financial Planning DirectorWe are seeking an experienced and skilled Strategic Financial Planning Director to join our team at Edward Jones. This is a unique opportunity to leverage your expertise in financial planning and wealth management to drive business growth and deliver exceptional client experiences.About UsEdward...
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Estate Planning Strategist
5 days ago
St Louis, Missouri, United States Edward Jones Full timeJob Overview\Entities include complex estate planning strategies for High Net Worth clients and may impact the regulatory environment. As a Senior Estate Strategist, you will support financial advisors and deliver high-quality advice, planning, products, and services to meet our HNW client's wealth management and estate planning needs.\\Serve as an estate...
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Financial Services Consultant
1 week ago
St Louis, Missouri, United States Edward Jones Full timeRole OverviewWe are seeking a highly experienced High Net Worth Strategist to join our team at Edward Jones. As a key member of our High Net Worth team, you will be responsible for developing and implementing comprehensive financial strategies for our clients with complex financial needs.**Key Responsibilities:**Develop and implement comprehensive financial...
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Senior .NET Software Engineer
4 weeks ago
St Louis, Missouri, United States SysMind Tech Full time**Job Summary:**We are seeking a highly skilled .NET professional to join our team at SysMind Tech.Key Responsibilities:Design, develop, and test .NET applications.Analyze system requirements and prioritize tasks.Collaborate with cross-functional teams to deliver high-quality software solutions.Requirements:Minimum 5 years of experience as a .NET...
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Wealth Planning Attorney
2 weeks ago
St Louis, Missouri, United States LHH Full timeAs a trusts & estates attorney with our law firm, you will have the opportunity to work on a wide range of complex transactions and build relationships with partners across the firm's practice group.Key Responsibilities:Tax planning and advice for high-net worth individuals and families.Researching and analyzing tax issues related to various types of...