Associate Estate Strategist- High Net Worth

Opportunity Overview Team Overview:

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.

What You Will Do:

Associate Estate Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW clients with complex needs in the following ways:
Serve as an estate planning expert in partnership with the Senior Estate Strategists to uncover, understand, and articulate client estate and legacy goals Partner with various internal stakeholders and service providers, such as the Edward Jones Trust Company, to bring forward holistic strategies and solutions to meet client goals Leverage the firm's full suite of financial planning tools to help clients define their financial goals and identify estate planning opportunities

Ability to review HNW client estate planning documents and identify opportunities to implement strategies that better align to client goals related to estate planning.

Expected to translate complex planning strategies in a way that clients can understand (both verbal and written) including education and trade-offs for each proposed strategy.

Additional Responsibilities include:

Support Senior Estate Strategists and partner with home office and third-party experts to support financial advisors and deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our HNW client's wealth management and estate planning needs.

Serve as an estate planning subject matter expert. Need to demonstrate ability to understand how upcoming changes in legislation and regulatory environment may impact HNW estate/legacy planning and proposed client strategies.

Communicate at an appropriate technical level with financial advisors, Generations 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.

Facilitate the timely creation of estate planning deliverables including the summarization of current estate planning documents in tables and flow charts, identification of goal misalignments, and education on new strategies for consideration.

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

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 hireCFP preferred or obtained in accordance with firm policy5+ 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…