Edward Jones Senior Tax Strategist, High Net Worth Team in East Saint Louis, Illinois
Your passion. Our purpose. This could be powerful.
Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you!
This team sits within the Wealth Management Advice and Solutions (WMAS) division. WMAS Purpose: We innovate, develop, evolve, and manage integrated advice, planning, products, and services (APPS), leveraging deep understanding of client and branch team needs. We enable branch teams to deliver unparalleled value for our clients and communities through wealth management offerings and experiences, from discovery to planning and implementation, supported by thought leadership and expert services.
The Edward Jones Wealth Management Consultation High Net Worth team provides an end-to-end, high-net-worth (HNW) client experience (Clients with $10 million or more) by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.
What you'll do:
The Senior Tax Planning Strategist leverages the extensive resources of our home office and external 3rd party partnerships to serve HNW clients with complex needs. They serve as the tax planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and articulate tax planning needs.
Responsibilities include:
- Support lead planner 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 our HNW client's wealth management and tax planning needs.
- Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive tax planning expertise.
- Communicate at an appropriate technical level with financial advisors, HNW team, and clients to gain understanding of client's needs, aid in documenting client goals, articulate tax planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and build relationships with clients and financial advisors.
- Serve as a conduit to a third-party tax planning and legal advice service providers to implement tax planning strategies for clients.
- Facilitate the timely delivery and execution of tax planning advice between the third-party service provider and HNW team.
- Lead or 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.
- Work in partnership with Edward Jones internal stakeholder groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist, etc.) to ensure proper alignment and continued evolution in partnership with the HNW business segment and APPS strategies.
Skills/Requirements
Knowledge:
- Understanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings.
- Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client.
- Proficiency using financial planning software or tools and interpreting results.
- Deep understanding of financial planning concepts and application.
- Deep expertise in complex tax planning strategies for HNW clients.
Credentials and Experience:
- Bachelor's degree in Business, Finance, Accounting or Law required.
- Advanced degree preferred.
- Series 7 and 66 required.
- State Insurance license required.
- 9+ years of experience in the financial services industry preferred.
- Client facing experience required.
- CPA or income tax experience required.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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