Senior Wealth Planner and Tax Strategy Expert

Edward Jones; Tempe (AZ); On-site; USD 120,000 - 180,000; Full time

Job summary

Edward Jones, a leading financial services firm, seeks a Senior Wealth Strategist to support wealth management for high net worth clients. The role emphasizes tax planning, financial planning, and collaboration with financial advisors to tailor comprehensive strategies.

You'll work with home office teams and external partners to deliver personalized advice, planning, products, and services, focusing on tax-efficient wealth management and complex client needs.

Qualifications

• 9+ years in the financial services industry.
• Series 7 and 66 within 6 months of hire.
• Insurance license within 6 months of hire.
• CFP preferred or pursued within firm policy.
• CPA or graduate degree in tax preferred.

Responsibilities

• Serve as tax planning subject matter expert for high net worth clients.
• Explain investment and tax strategies and document client goals.
• Lead firm goals and initiatives to support branch teams and clients.
• Stay updated on market trends, regulations, and financial planning concepts.
• Shape high net worth client guidance and contribute to product strategy.
• Collaborate with home office and third-party experts to deliver APPS.

Skills

Financial planning

Tax planning

Client relationship management

Communication with advisors

Project leadership

Analytical reasoning

Education

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

CFP designation

CPA or graduate degree in tax

Series 7 and 66 licenses

Insurance license

Tools

Financial planning software

Job description

Edward Jones, a leading financial services firm, seeks a Senior Wealth Strategist to support wealth management for high net worth clients. The role emphasizes tax planning, financial planning, and collaboration with financial advisors to tailor comprehensive strategies.

You'll work with home office teams and external partners to deliver personalized advice, planning, products, and services, focusing on tax-efficient wealth management and complex client needs.