Estate Planning Lead – Private Wealth & Client Experience

Edward Jones; St. Louis (MO); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

401k retirement plan

Bonuses and profit sharing

Paid holidays and vacation

Job summary

Edward Jones seeks a leader to head the Generations Private Wealth Estate Planning team, overseeing experts and delivering high-level estate planning solutions for HNW clients. You will collaborate with senior planners, financial advisors and third‑party law firms to uncover opportunities, ensure regulatory compliance, and drive service excellence.

The role requires a JD, strong leadership, and the ability to manage cross‑functional initiatives while aligning with client goals and firm

Qualifications

• Bachelor's degree in Business, Finance, Accounting or Law is required.
• JD required; CFP preferred or obtained per firm policy.
• Series 7, 66, and 24 required or to be obtained within 6 months of hire.

Responsibilities

• Lead the Estate Planning team and oversee senior subject matter experts.
• Manage complex estate planning engagements for high net worth clients.
• Coordinate with branch teams and third-party law firms for strategies and implementation.
• Ensure adherence to WSPs, SOPs and regulatory requirements.
• Present to branches and provide training on estate planning topics.

Skills

Strong presentation skills

Excellent communication

Client relationship building

Strategic thinking

Education

Bachelor's degree in Business, Finance, Accounting or Law

JD required

CFP preferred

Job description

Edward Jones seeks a leader to head the Generations Private Wealth Estate Planning team, overseeing experts and delivering high-level estate planning solutions for HNW clients. You will collaborate with senior planners, financial advisors and third‑party law firms to uncover opportunities, ensure regulatory compliance, and drive service excellence.

The role requires a JD, strong leadership, and the ability to manage cross‑functional initiatives while aligning with client goals and firm