Estate Planning Specialist for High-Net-Worth Clients

Edward Jones; St. Louis (MO); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

401k retirement plan

Generous paid holidays and vacation

Employee Assistance Program

Job summary

Edward Jones is seeking a Senior Estate Strategist with deep HNW estate planning expertise to partner with branch teams. You will serve as the estate planning expert, work with Trust Company and 3rd parties to deliver holistic strategies, and translate complex concepts for clients.

The role involves collaboration across the Generations team and home office resources. Candidates should have an advanced degree, relevant licenses, and a strong track record in high‑net‑worth planning.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or Law is required.
• Advanced degree such as JD is required.
• Series 7 and 66 within 6 months of hire.
• Insurance license required within 6 months of hire.
• CFP preferred or obtained per firm policy.
• 5+ years in financial services with direct HNW client experience required.
• Deep estate planning expertise for High Net Worth clients and complex strategies.

Responsibilities

• Serve as estate planning expert partnering with Senior Estate Strategists for HNW clients.
• Collaborate with internal and external partners to deliver holistic strategies and solutions.
• Translate complex planning strategies into client‑friendly explanations (verbal and written).
• Create estate planning deliverables and educate clients on new strategies.
• Support WMAS initiatives to evolve wealth management advice and services for HNW clients.

Skills

Client communication

HNW estate planning

Regulatory awareness

Presentation skills

Team collaboration

Education

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

Advanced degree (JD)

Tools

Financial planning software

Trust/estate planning tools

Job description

Edward Jones is seeking a Senior Estate Strategist with deep HNW estate planning expertise to partner with branch teams. You will serve as the estate planning expert, work with Trust Company and 3rd parties to deliver holistic strategies, and translate complex concepts for clients.

The role involves collaboration across the Generations team and home office resources. Candidates should have an advanced degree, relevant licenses, and a strong track record in high‑net‑worth planning.