Senior Wealth Strategist- Tax

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 OverviewPosition Schedule: Full-TimeThis job posting is anticipated to remain open for 30 days, from 07-Nov-2025. The posting may close early due to the volume of applicants.Team Overview: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 background in financial planning, with an emphasis on tax strategies? What about experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you! Private Wealth Consulting is a team within the Private Wealth area that serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation through investment solutions to high net worth (HNW) clients. We collaborate across Edward Jones home office teams and external 3rd party relationships to deliver personalized advice with a particular focus on financial planning, portfolio strategy, and guidance on complex wealth management strategies. The Private Wealth Consulting Team partners with branch teams to deliver a comprehensive review and analysis of HNW clients' financial planning needs and provides tailored financial strategies to help clients reach their goals.What You Will Do:Senior Wealth Strategists 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 High Net Worth clients' wealth management and tax planning needs. You will be called upon as a tax planning subject matter expert, on the firm's full suite of financial planning tools, investment offerings, and how they're leveraged to help clients define their financial goals and identify solutions to keep them on-track. Additionally, you will apply knowledge of financial planning disciplines to unique client circumstances and work directly with branch teams and their clients. You'll be joining a team of high-energy associates, with tenure ranging from years to decades, dedicated to personal development, inclusion and diversity, and partnering with financial advisors as part of the client team.Responsibilities include:Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive tax planning expertise. Need to demonstrate ability to understand how upcoming changes in legislation and regulatory environment may impact High Net Worth tax planning and proposed client strategies.Communicate with financial advisors and clients to gain understanding of client's needs, aid in documenting client goals, articulate investment and tax planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and build relationships with clients and financial advisorsLead firm goals, projects and initiatives to better serve branch teams and clients.Drive department/team wide goals, projects and initiatives to better serve branch teams and clients.Stay abreast of financial planning concepts, market trends, investment opportunities, changes in financial regulations, etc. and share subject matter expertise with team, Financial Advisors, and clientsHelp shape and inform High Net Worth client facing advice and guidance related to complex tax planning as well as provide input on future products and services needed to meet client needs.Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.Hiring Minimum: $117000Hiring Maximum: $199300Read More About Job OverviewSkills/RequirementsWhat Experience You Need:9+ years' experience in the Financial Services IndustrySeries 7 and 66 required within 6 months of hireInsurance license required within 6 months of hireCFP designation highly preferred CPA or other graduate or postgraduate degree specializing in complex tax highly preferredBachelor's degree in business, Finance, Accounting or Law requiredAbility 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 resultsDeep understanding of financial planning concepts and applicationDeep expertise in complex tax planning strategies including but not limited to Charitable Remainder Trusts (CRTs), Private Foundations, Donor Advised Funds, Trust taxation, Roth conversion analysis, pass through entity taxation, 1031 Exchanges, Deferred sales trusts, equity based compensation, net unrealized appreciation, considerations for business sales, etc.Ability to understand and explain these strategies as well as identify when a strategy is appropriate to discuss with a client and ensures alignment to their financial plan and goalsFamiliarity with implementation of these strategies for High Net Worth clientsAbility to review client tax returns, gift/estate tax returns, personal financial statement, and other legal documents i.e. shareholder agreements, business agreements, executive compensation plans, partnership agreements, etc. and identify tax planning opportunitiesWhat Could Set You Apart:Mastery of financial planning, investment strategies, tax planning, and estate planning.Strong presentation and communication skillsExceptional organizational skillsUnderstanding of Financial Advisor and Branch Team Support Member(s) structureExtensive experience dealing with high net worth clients and addressing their complex financial needs.Exceptional analytical abilities for assessing complex financial situations and developing tailored solutions.Ability to support a financial advisor in evaluating solutions-based strategies for client needsAdvanced degree; CPA, JD, CFA or additional financial planning certificationCandidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.Read More About Skills/RequirementsAwards & AccoladesAt 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.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin 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. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.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.#LI-HO

Created: 2025-11-08