Senior Estate Planner for High-Net-Worth Clients

Edward Jones

Dallas (TX)

On-site

USD 120,000 - 180,000

Full time

4 days ago

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Job summary

Edward Jones seeks a Senior Estate Strategist to craft complex estate plans for high‑net‑worth clients, aligning lawyers, tax advisors and Edward Jones teams with client goals. You will translate intricate estate strategies into actionable client guidance.

The role emphasizes collaboration across WMAS and home office partners in Tempe, AZ and St. Louis, MO, with travel to target markets. A JD/CFP and extensive financial services experience are highly preferred.

Qualifications

Bachelor's in Business, Finance, Accounting or Law required.
Advanced degree (JD) required.
Series 7 and 66 within 6 months of hire.
Insurance license required within 6 months of hire.
11+ years of experience in financial services preferred.
Direct client service experience as part of an HNW team required.
Understanding of Core Wealth, Banking and Financial Planning offerings and processes.

Responsibilities

Serve as SME for complex estates requiring deep knowledge of planning and regulatory changes.
Communicate with advisors and clients to understand needs and document goals.
Coordinate with third‑party estate planning and legal providers to implement strategies.
Ensure third‑party advice aligns with Edward Jones guidance and client plans.
Lead or contribute to WMAS initiatives supporting HNW strategy and collaboration.
Partner with internal groups to align estate planning guidance with client goals.