Senior Estate Strategist: HNW Wealth & Legacy Planning
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Edward Jones seeks an experienced Senior Estate Strategist to partner with branch teams, providing advanced estate planning and holistic financial planning for high‑net‑worth clients.
You will collaborate with Edward Jones Trust Co and Compliance to deliver tailored strategies, translating complex tax and legacy planning into client goals, while staying current on legislative changes.
We are seeking a motivated Senior Estate Strategist: HNW Wealth & Legacy Planning to join Edward Jones in Tempe, AZ, United States.
We have an opening for a Senior Estate Strategist: HNW Wealth & Legacy Planning in Tempe, AZ, United States within Finance, Management & Operations.
This role, Senior Estate Strategist: HNW Wealth & Legacy Planning at Edward Jones, could be your next move.
Are you ready to take on the Senior Estate Strategist: HNW Wealth & Legacy Planning role at Edward Jones?
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