Senior High Net Worth Tax Strategist

Edward Jones; St. Louis (MO); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive benefits

Excellent retirement and health plans

Paid holidays and vacation

Job summary

Edward Jones is seeking a seasoned advisor to support Senior planners in delivering comprehensive wealth management and tax planning services for High Net Worth clients. You will coordinate with internal teams and external experts to translate client goals into effective strategies.

The role emphasizes deep tax planning knowledge, cross-functional collaboration, and adherence to firm guidance while supporting complex client needs across the WMAS division.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or Law is required.
• CPA or Masters of Taxation is required.
• Series 7 and 66 required within 6 months of hire.
• Insurance license required within 6 months of hire.
• Extensive 11+ years in financial services preferred.

Responsibilities

• Support Senior planner and collaborate with home office and third-party experts to deliver high-quality APPS for High Net Worth clients.
• Serve as SME for complex tax planning and ensure compliance with evolving laws and regulations.
• Communicate with financial advisors and clients to document goals and articulate tax strategies.
• Coordinate with 3rd-party providers to implement tax planning advice and align with Edward Jones guidance.
• Lead strategic initiatives within WMAS to evolve high-net-worth planning services.

Skills

Tax planning expertise

Client relationship management

Communication with advisors

Financial planning knowledge

Analytical mindset

Education

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

CPA or Masters of Taxation

Series 7 & 66 within 6 months

Insurance license

Tools

Financial planning software

Job description

Edward Jones is seeking a seasoned advisor to support Senior planners in delivering comprehensive wealth management and tax planning services for High Net Worth clients. You will coordinate with internal teams and external experts to translate client goals into effective strategies.

The role emphasizes deep tax planning knowledge, cross-functional collaboration, and adherence to firm guidance while supporting complex client needs across the WMAS division.