Estate Strategy Associate, HNW Wealth Planning

Edward Jones; Tempe (AZ); On-site; USD 130,000 - 200,000; Full time

Job summary

Edward Jones in Tempe, AZ is expanding its Generations® team to deliver end-to-end wealth management and estate planning for high-net-worth clients. The Senior Estate Strategist will lead complex estate planning initiatives, collaborate with internal and external partners, and translate complex strategies into actionable client plans.

You will review documents, stay abreast of regulatory changes, and help deliver holistic financial planning, tax and estate services, leveraging Edward Jones’

Qualifications

• Bachelor’s degree in Business, Finance, Accounting or Law.
• Advanced degree (e.g., JD) preferred.
• Series 7 and 66 within 6 months of hire.
• Insurance license required 6 months of hire.
• CFP® preferred or obtained in accordance with firm policy.

Responsibilities

• Lead estate planning engagements for HNW clients and partners.
• Collaborate with Edward Jones Trust Company and home office to deliver holistic strategies.
• Translate complex estate planning strategies into client-ready guidance.
• Review high-net-worth client estate planning documents and identify opportunities to align to goals.

Skills

Estate planning

HNW experience

Financial analysis

Client relationship

Education

Bachelor's degree in Business/Finance/Law

Advanced degree (e.g., JD)

Tools

Estate planning software

CRM systems

Job description

Edward Jones in Tempe, AZ is expanding its Generations® team to deliver end-to-end wealth management and estate planning for high-net-worth clients. The Senior Estate Strategist will lead complex estate planning initiatives, collaborate with internal and external partners, and translate complex strategies into actionable client plans.

You will review documents, stay abreast of regulatory changes, and help deliver holistic financial planning, tax and estate services, leveraging Edward Jones’