Senior Wealth Strategist- Tax Planning

$113,810 - $193,785/Yr

Edward Jones - Saint Louis, MO

Full-time - Senior

Saint Louis, MO

10,001+ employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Wealth Strategist role at Edward Jones is designed for individuals with a strong background in financial planning and a desire to support financial advisors in delivering tailored financial strategies to clients. This position focuses on developing goals-based strategies for clients with complex needs, particularly in tax planning, and serves as a critical liaison between financial advisors and clients. The role emphasizes collaboration, strategic thinking, and the application of financial planning expertise to help clients achieve their financial goals.

Responsibilities

• Develop goals-based strategies for clients with complex needs using a team approach.
• Communicate with financial advisors and clients to understand client needs and document goals.
• Articulate investment and financial planning strategies and recommendations.
• Identify expertise needed to help clients achieve their goals and build relationships with clients and financial advisors.
• Serve as a subject matter expert for tax planning strategies.
• Lead firm goals, projects, and initiatives to better serve branch teams and clients.
• Stay abreast of tax planning concepts, market trends, and changes in financial regulations.

Requirements

• 9+ years' experience in the Financial Services Industry
• CPA Required
• Series 7 and 66 required within 6 months of hire
• Insurance license required within 6 months of hire
• Bachelor's degree in business, Finance, Accounting or Law required
• Broad knowledge of branch teams and branch structure.

Nice-to-haves

• Mastery of financial planning, investment strategies, tax planning, and estate planning.
• Extensive 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 needs.

Benefits

• Medical and prescription drug coverage
• Dental and vision insurance
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Short- and long-term disability coverage at no cost to associates
• Basic life and AD&D coverage at no cost to associates
• 401k retirement plan
• Health savings account and flexible spending account
• Ten paid holidays
• 15 days of vacation for new associates
• Sick time and personal days
• Paid day for volunteerism
• Eligibility for bonuses and profit sharing
• Employee Assistance Program.