Senior Estate Strategist- High Net Worth

Job Overview

Position

Schedule:

Full-Time

This job posting is anticipated to remain open for 30 days, from 13-Feb-2026. The posting may close early due to the volume of applicants.

Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth estate planning? If you answered yes to these questions, This could be the right opportunity for you! The Edward Jones Generations® team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.

Senior Estate Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW with complex needs.

• Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive estate planning expertise. Need to demonstrate ability to understand how upcoming changes in legislation and regulatory environment may impact High Net Worth estate/legacy planning and proposed client strategies. Support the implementation of estate planning strategies and recommendations.

• Communicate at an appropriate technical level with financial advisors, High Net Worth team, and clients to gain understanding of client's needs, aid in documenting client goals, articulate estate planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and build relationships with clients and financial advisors.

• Serve as a conduit to a third-party estate planning and legal advice service providers to implement estate planning strategies for clients. Setting expectations with estate planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and customized client deliverables. Connect client's financial plan to their estate and legacy goals. Clearly articulate services to be rendered to 3rd party service providers.
  
  Need to ensure that 3rd party advice aligns to EDJ advice and guidance.

• Facilitate the timely delivery and execution of estate planning advice between the third-party service provider and High Net Worth team.

• Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our High Net Worth strategy and team, in collaboration with internal/external stakeholders, that enable the firm's evolution to deliver ongoing financial planning and asset management services.

• Work in partnership with Edward Jones internal stakeholder groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist, etc.) to ensure proper alignment and continued evolution in partnership with the HNW business segment and APPS strategies.

• Help shape and inform High Net Worth client facing advice and guidance related to complex estate planning as well as provide input on future products and services needed to meet client needs.

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 () .

Hiring Minimum: $144000

Hiring Maximum: $245100

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