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Senior Estate Strategist- High Net Worth
Edward JonesTempe, AZ, United StatesSr.Net / UI Developer (FULL STACK)
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DriveTimeTempe, AZ- business architect (from $ 138,640 to $ 246,790 year)
- solutions engineer (from $ 137,700 to $ 241,800 year)
- engineering director (from $ 206,850 to $ 233,400 year)
- architecture (from $ 140,438 to $ 223,300 year)
- principal engineer (from $ 109,500 to $ 222,200 year)
- product management (from $ 116,700 to $ 222,200 year)
- research engineer (from $ 154,300 to $ 222,200 year)
- software engineering manager (from $ 145,950 to $ 222,200 year)
- network manager (from $ 79,463 to $ 213,305 year)
- cloud architect (from $ 155,000 to $ 213,305 year)
- Orlando, FL (from $ 86,115 to $ 156,000 year)
- Orange, CA (from $ 100,025 to $ 150,800 year)
- San Diego, CA (from $ 101,350 to $ 150,000 year)
- San Francisco, CA (from $ 104,000 to $ 150,000 year)
- Boston, MA (from $ 107,250 to $ 150,000 year)
- New York, NY (from $ 100,048 to $ 149,892 year)
- Los Angeles, CA (from $ 105,000 to $ 146,011 year)
- Chicago, IL (from $ 102,925 to $ 145,197 year)
- Austin, TX (from $ 100,000 to $ 145,072 year)
- Kansas City, KS (from $ 97,500 to $ 144,221 year)
The average salary range is between $ 92,626 and $ 136,500 year , with the average salary hovering around $ 107,882 year .
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Senior Estate Strategist- High Net Worth
Edward JonesTempe, AZ, United States- Full-time
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
This job posting is anticipated to remain open for 30 days, from 21-Aug-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 you have a strong background in high net worth estate planning? If you answered yes to these questions, This could be the right opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) clients and we need your help launching this new offering and brand, Edward Jones Generations. We're looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do. We're creating all-new market locations to help us better reach our clients and we'd love to have you join us here.
The Edward Jones Generations team provides an end-to-end, HNW client experience 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. Senior Estate Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW with complex needs.
What You Will Do :
- 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.
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 : $140400
Hiring Maximum : $239100
Read More About Job Overview
Skills / Requirements
What Experience You Need :
What Could Set You Apart :
Read More About Skills / Requirements
Awards & Accolades
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.
Check out our U.S. awards and accolades : Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades : Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
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.
View our Purpose, Inclusion and Citizenship Report .
Fortune 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.
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