Associate Estate Strategist- High Net Worth
About the role
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
Responsibilities
- 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
- Support Senior