Estate Strategy Associate for High Net Worth Planning

Edward Jones; St. Louis (MO); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

401k plan

Medical benefits

Paid holidays and vacation

Job summary

Edward Jones seeks an experienced Senior Estate Strategist to partner with our branches in delivering holistic wealth management and estate planning for high net worth clients.

The role requires deep expertise in complex estate strategies, regulatory awareness, and strong client communication. You'll work with home office and trusted external partners to implement strategies aligned with each client’s financial plan.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or Law required.
• Advanced degree (such as JD) required.
• Series 7 and 66 required within 6 months of hire.
• Insurance license required 6 months of hire.
• CFP preferred or obtained in accordance with firm policy.
• 5+ years of experience in the financial services industry preferred.
• Direct client service experience as a member of a HNW client-facing professional team required.
• Understanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings.
• Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client.
• Proficiency using financial planning software or tools and interpreting results.
• Deep understanding of financial planning concepts and application.
• Deep expertise in complex estate planning strategies including but not limited to Spousal Lifetime Access Trusts, sales to Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Generational Skipping Tax Transfer (GSTT), generational gift planning, Qualified Personal Residence Trusts, etc. Should be able to understand and explain these strategies as well as identify when a strategy is appropriate to discuss with a client and ensures alignment to their financial plan and goals. Should also be familiar with implementation of these strategies for High Net Worth clients.
• Ability to review High Net Worth client estate planning documents (i.e.trusts, wills, power of attorney, medical/healthcare directives, gift/estate tax returns, prenuptial agreements, divorce decree, business agreements, etc.) and identify opportunities to implement strategies that better align to client goals related to estate and legacy planning.
• Need to demonstrate ability to understand and interpret how upcoming changes in legislation and regulatory environment may impact HNW estate/legacy planning and proposed client strategies. Support the implementation of estate planning strategies and recommendations.

Responsibilities

• Serve as an estate planning expert in partnership with the Senior Estate Strategists to uncover, understand, and articulate client estate and legacy goals.
• Partner with various internal stakeholders and service providers, such as the Edward Jones Trust Company, to bring forward holistic strategies and solutions to meet client goals.
• Leverage the firm's full suite of financial planning tools to help clients define their financial goals and identify estate planning opportunities.
• Ability to review HNW client estate planning documents and identify opportunities to implement strategies that better align to client goals related to estate planning.
• Translate complex planning strategies in a way that clients can understand (verbal and written) including education and trade-offs for each proposed strategy.
• Support Senior Estate Strategists and partner with home office and third-party experts to support financial advisors and deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our HNW client's wealth management and estate planning needs.
• Act as an estate planning subject matter expert, understanding regulatory changes and their impact on client strategies.

Skills

Estate planning

HNW clients

Client service

Financial services knowledge

Regulatory compliance

Education

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

Advanced degree (JD)

Tools

Financial planning software

Job description

Edward Jones seeks an experienced Senior Estate Strategist to partner with our branches in delivering holistic wealth management and estate planning for high net worth clients.

The role requires deep expertise in complex estate strategies, regulatory awareness, and strong client communication. You'll work with home office and trusted external partners to implement strategies aligned with each client’s financial plan.