Senior Estate Strategy Architect - HNW

Edward Jones; Tempe (AZ); Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Job summary

Edward Jones seeks an experienced Senior Estate Strategist to partner with branch teams on complex estate planning for high‑net‑worth clients.

You’ll translate regulatory changes into tailored strategies, document client goals, and coordinate with legal providers to deliver timely advice. This role emphasizes cross‑functional collaboration and strategic projects within WMAS to enhance wealth planning outcomes.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting or Law required.
• Advanced degree (such as JD) required.
• Series 7 and 66 within 6 months of hire.
• Insurance license required 6 months of hire.
• Deep expertise in complex estate planning for HNW clients.

Responsibilities

• Serve as a subject matter expert for complex estate planning cases and explain regulatory impacts.
• Communicate with advisors and clients to document goals and strategies.
• Coordinate with third-party legal and estate providers to deliver timely advice.
• Lead strategic initiatives within Wealth Management Advice & Solutions.
• Collaborate with internal stakeholders to align estate planning with client goals.

Skills

Estate planning expertise

Regulatory change interpretation

Client relationship building

Cross-functional collaboration

Strategic initiatives

Education

Bachelor’s in Business, Finance, Accounting or Law

Advanced degree (e.g., JD)

Job description

Edward Jones seeks an experienced Senior Estate Strategist to partner with branch teams on complex estate planning for high‑net‑worth clients.

You’ll translate regulatory changes into tailored strategies, document client goals, and coordinate with legal providers to deliver timely advice. This role emphasizes cross‑functional collaboration and strategic projects within WMAS to enhance wealth planning outcomes.