What are the responsibilities and job description for the Senior Estate Strategist - High Net Worth position at Edward Jones?
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 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.
Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.
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.
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.
Wealth Management Consultation is an area within WMAS that serves as the planning and investment portfolio advice consultation group to support the delivery of financial planning services and implementation of the Edward Jones planning and investment solutions. We serve as a resource that our branch teams can utilize to implement wealth management Advice, Planning, Products, and Services (APPS). We partner with WMAS stakeholders to deliver formalized, advanced, and personalized advice from subject matter experts, with a particular focus on implementation of planning, portfolio construction, advice, and guidance. We provide our branch teams with a holistic view of planning and portfolio management across their business, including analytics and visualizations, while helping them deliver the comprehensive wealth management services that our clients desire.
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
- 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 estate planning needs.
- Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive estate planning expertise. Need to demonstrate ability to understand how upcoming changes in legislation and regulatory environment may impact High Net Worth estate / legacy planning and proposed client strategies. Support the implementation of estate planning strategies and recommendations.
- Communicate at an appropriate technical level with financial advisors, High Net Worth 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.
- Serve as a conduit to a third-party estate planning and legal advice service providers to implement estate planning strategies for clients. Setting expectations with estate planning / legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and customized client deliverables. Connect client's financial plan to their estate and legacy goals. Clearly articulate services to be rendered to 3rd party service providers. Need to ensure that 3rd party advice aligns to EDJ advice and guidance.
- Facilitate the timely delivery and execution of estate planning advice between the third-party service provider and High Net Worth team.
- Lead or actively contribute to key strategic initiatives / projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our High Net Worth strategy and team, in collaboration with internal / external stakeholders, that enable the firm's evolution to deliver ongoing financial planning and asset management services.
- 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.
- Help shape and inform High Net Worth client facing advice and guidance related to complex estate planning as well as provide input on future products and services needed to meet client needs.
What You'll Need
What Could Set You Apart
Travel Expectation
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
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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