Senior Estate Planning Strategist
4 days ago
At Edward Jones, we're committed to helping our clients achieve their financial goals and secure their legacies. As a Senior Estate Planning Strategist, you'll play a critical role in delivering exceptional client experiences and driving business growth.
Key Responsibilities:- Partner with financial advisors and branch teams to understand client needs and develop tailored estate planning strategies.
- Leverage your expertise in complex estate planning concepts to provide guidance and support to clients and internal stakeholders.
- Collaborate with external service providers to implement estate planning strategies and ensure seamless execution.
- Develop and maintain relationships with clients, financial advisors, and internal stakeholders to drive business growth and client satisfaction.
- 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.
We're a Fortune 500 company with a commitment to innovation, flexibility, and inclusion. Our purpose is to partner for positive impact and improve the lives of our clients and colleagues. We're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
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.
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