Associate Estate Strategist- High Net Worth

About the role

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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
• Review HNW client estate planning documents and identify opportunities to implement strategies that better align to client goals related to estate planning
• 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 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 HNW client's wealth management and estate planning needs
• Serve as an estate planning subject matter expert
• 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

Requirements

• Bachelor's degree in Business, Finance, Accounting or Law required