Job Description

Position Requirements

What Experience You Need:

• Bachelor's degree in Business, Finance, Accounting or Law required
• Advanced degree (such as JD) required
• Series 7 and 66 required within 6 months of hire
• Insurance license required 6 months of hire
• CFP® preferred or obtained in accordance with firm policy
• Ability to travel up to 10% to target markets
• 11+ years of experience in the financial services industry preferred
• Direct client service experience as a member of a HNW client-facing professional team required
• Understanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings
• Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client
• Proficiency using financial planning software or tools and interpreting results
• Deep understanding of financial planning concepts and application
• Deep expertise in complex estate planning strategies including but not limited to Spousal Lifetime Access Trusts, sales to Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Generational Skipping Tax Transfer (GSTT), generational gift planning, Qualified Personal Residence Trusts, etc. Should be able to understand and explain these strategies as well as identify when a strategy is appropriate to discuss with a client and ensures alignment to their financial plan and goals. Should also be familiar with implementation of these strategies for High Net Worth clients
• Ability to review High Net Worth client estate planning documents (i.e.trusts, wills, power of attorney, medical/healthcare directives, gift/estate tax returns, prenuptial agreements, divorce decree, business agreements, etc.) and identify opportunities to implement strategies that better align to client goals related to estate and legacy planning
• Need to demonstrate ability to understand and interpret how upcoming changes in legislation and regulatory environment may impact HNW estate/legacy planning and proposed client strategies. Support the implementation of estate planning strategies and recommendations

What Could Set You Apart:

• Deep Subject Matter expertise in complex estate planning for High-Net-Worth clients
• Strong presentation and communication skills
• Personal initiative and ability to collaborate and build relationships
• Ability to lead small groups and present findings in a clear and concise manner
• Ability to lead a client meeting with multiple professionals
• Ability to understand how changes in tax laws, legislation, and regulatory changes impact High Net Worth tax planning and client facing strategies and recommendations

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

Colleagues assigned to work within a Talent Capability or Generations Hub are expected to work a minimum of four in-office days per week, unless engaged in business offsite. Any changes in strategic direction will be determined by the General Partner responsible for the business segment.

Company Description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Awards and Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Position Schedule

Full-Time

Posting Location

Arizona, Scottsdale, Arizona, Tempe, Florida, West Palm Beach, Missouri, St. Louis, Texas, Dallas

External Flexible Work Option(s)

Hybrid

Position Type

Home Office

EEO Statement

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Salary Information

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Country

United States

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