HNW Real Estate Wealth Strategist

Edward Jones; Tempe (AZ); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

401k retirement plan

Health and other benefits

Employee Assistance Program

Job summary

Edward Jones seeks a Real Estate Strategist to serve high-net-worth clients, evaluating complex real estate decisions within broader wealth plans. You will coordinate with advisors, third-party resources, and internal teams to translate property decisions into wealth planning opportunities.

Responsibilities include leading real estate opportunities, ensuring tax-efficient strategies, and developing scalable discovery frameworks.

Qualifications

• 10+ years in commercial real estate or related advisory.
• Bachelor's degree required.
• Series 7, Series 66, and Insurance licenses within 6 months.
• CFP designation preferred, or willingness to obtain within policy guidelines
• Deep expertise across commercial and investment real estate and exit strategies.
• Knowledge of 1031 exchanges, DSTs, UPREIT/721 exchanges, Qualified Opportunity Zones.
• Ability to coordinate across real estate professionals, advisors, tax professionals, attorneys, lenders.
• Translate property-level decisions into comprehensive wealth planning opportunities.

Responsibilities

• Serve as central resource for complex real estate opportunities within Generations client relationships.
• Evaluate real estate holdings in context of wealth, liquidity, investment, tax, estate, and legacy objectives.
• Identify planning implications from acquisitions, dispositions, refinancing, income-producing properties.
• Provide expertise across real estate strategies and resources, including tax considerations.
• Create an integrated client experience across the financial advisor, Generations team, and external professionals.
• Develop scalable real estate discovery frameworks, workflows, planning resources, and engagement models.
• Train Generations associates to identify real estate planning opportunities.
• Use insights from client engagements to identify needs and expand real estate wealth planning capabilities.

Skills

HNW client advisory

Cross-functional collaboration

Strategic real estate planning

Education

Bachelor's degree

Series 7

Series 66

Insurance licenses

CFP designation preferred

Tools

Edward Jones Alternative Investment platform

Job description

Edward Jones seeks a Real Estate Strategist to serve high-net-worth clients, evaluating complex real estate decisions within broader wealth plans. You will coordinate with advisors, third-party resources, and internal teams to translate property decisions into wealth planning opportunities.

Responsibilities include leading real estate opportunities, ensuring tax-efficient strategies, and developing scalable discovery frameworks.