Senior HNW Tax Strategist & Wealth Planner
West Palm Beach, Palm Beach County, Florida, 33412, USA
Listed on 2026-10-17
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Finance & Banking
Wealth Management
Edward Jones seeks a Senior Estate Strategist to lead high net worth tax planning and sophisticated estate strategies, partnering with home office and external specialists. You will translate complex planning into client-ready guidance and help implement comprehensive wealth and tax plans for affluent clients.
The role requires deep expertise in estate planning, CPA or taxation credentials, and the ability to collaborate across WMAS with financial advisors and specialists to ensure tailored
We would love to welcome a new Senior HNW Tax Strategist & Wealth Planner to our group in West Palm Beach, FL, United States.
The position is based in West Palm Beach, FL, United States.
This opportunity is part of our work in Finance, Legal.
The advertised compensation is 120..
We aim to respond to suitable candidates as soon as possible.
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