Senior Estate Planner - HNW & Complex Trusts

Edward Jones; St. Louis (MO); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Health benefits

Dental & Vision

401k

Bonus & profit sharing

Job summary

Edward Jones is seeking a Senior Estate Strategist within Generations® to deliver advanced estate planning services for high-net-worth clients. You will partner with branch teams to provide holistic planning, tax, and legacy strategies, integrating third-party advice as needed.

The role emphasizes deep expertise in complex trusts, GSTT, ILITs, and related vehicles, with a focus on aligning strategies to each client's financial plan and goals. Travel to target markets may be required.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or Law required.
• Advanced degree (JD) preferred.
• Series 7 and 66 required within 6 months of hire.
• Insurance license required within 6 months of hire.
• CFP® preferred or obtained per firm policy.
• Ability to travel up to 10% to target markets.
• 11+ years of experience in financial services preferred.
• Direct client service experience with HNW clientele required.
• Understanding of Core Wealth, Banking, and Financial Planning offerings.
• Ability to interpret firm guidance to tailor client solutions.

Responsibilities

• Serve as a subject matter expert for complex estate planning cases for HNW clients.
• Communicate with financial advisors, HNW team, and clients to document goals and strategies.
• Coordinate with third-party estate planning and legal providers to implement strategies.
• Ensure third-party advice aligns with Edward Jones guidance and EDJ standards.
• Lead strategic WMAS initiatives to advance HNW planning and asset management services.
• Collaborate with internal stakeholder groups to align with HNW business and APPS strategies.
• Shape client-facing guidance and participate in future product needs for estate planning.

Skills

Estate planning expertise

High Net Worth experience

Client service excellence

Regulatory & legislative awareness

Strong communication

Education

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

Advanced degree (e.g., JD)

Job description

Edward Jones is seeking a Senior Estate Strategist within Generations® to deliver advanced estate planning services for high-net-worth clients. You will partner with branch teams to provide holistic planning, tax, and legacy strategies, integrating third-party advice as needed.

The role emphasizes deep expertise in complex trusts, GSTT, ILITs, and related vehicles, with a focus on aligning strategies to each client's financial plan and goals. Travel to target markets may be required.