HNW Tax Strategist: Estate & Wealth Planning
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-10-17
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Finance & Banking
Wealth Management, Tax Law
Edward Jones is seeking a Senior Estate Strategist to support High Net Worth clients with advanced tax and estate planning strategies. You will work with home office and external partners to deliver holistic advice, review complex documents, and translate technical concepts into client-friendly guidance.
Require CPA or Masters of Taxation, active Series 7/66 within six months, and an established track record in financial services.
This posting is for the HNW Tax Strategist:
Estate & Wealth Planning role at Edward Jones, based in Dallas, TX, United States.
We would love to welcome a new HNW Tax Strategist:
Estate & Wealth Planning to our team in Dallas, TX, United States.
For the HNW Tax Strategist:
Estate & Wealth Planning position at Edward Jones, we are reviewing applications now.
Step into the HNW Tax Strategist:
Estate & Wealth Planning role at Edward Jones in Dallas, TX, United States and grow with us.
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