Senior Estate Planning Strategist

4 days ago


Scottsdale, Arizona, United States Edward Jones Full time
Unlock Your Potential as a Senior Estate Planning Strategist

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.
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:

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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