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Senior Estate Strategist- High Net Worth

Senior Estate Strategist- High Net Worth

Edward JonesTempe, AZ, United States
Full-time
Maybe the markets keep you up at night.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 meani...Show moreLast updated: 4 hours ago
Sr.Net / UI Developer (FULL STACK)

Sr.Net / UI Developer (FULL STACK)

MediabistroTempe, AZ, United States
Temporary
Net / UI Developer (FULL STACK) Location : Tempe, AZ Duration : 6+ Months Contract Phone followed by In Person Interview (NO Skype) Candidate must be Local to AZ (NO Non-Local Candidate Please) Must Ha...Show moreLast updated: 30+ days ago
Emvia Inc is hiring : Sr.Net / UI Developer (FULL STACK) in Tempe

Emvia Inc is hiring : Sr.Net / UI Developer (FULL STACK) in Tempe

Emvia IncTempe, AZ, United States
Temporary
Phone followed by In Person Interview (NO Skype).Candidate must be Local to AZ (NO Non-Local Candidate Please).Techops Internal Development team is looking for experienced software developers to bu...Show moreLast updated: 30+ days ago
.NET Developer x2- CLT, Minne, Chandler, Dallas

.NET Developer x2- CLT, Minne, Chandler, Dallas

ExperisChandler, Arizona, US
Full-time
Our client, a leading technology firm, is seeking a Software Engineer 3 - Contingent to join their team.As a Software Engineer 3, you will be part of the Software Engineering department supporting ...Show moreLast updated: 30+ days ago
Senior.NET Software Engineer

Senior.NET Software Engineer

RLI Insurance CompanyTempe, AZ
Full-time
We’re not like other insurance companies.From our specialty products to our business model, our culture to our results — we’re different. Different is who we are, and how we work, interact, deliver ...Show moreLast updated: 30+ days ago
  • Promoted
Senior.NET Developer

Senior.NET Developer

VirtualVocationsTempe, Arizona, United States
Full-time
NET Developer / Programmer Analyst 3.Key Responsibilities : Design and implement new web applications using Microsoft technologies Participate in the full software development life cycle (SDLC) i...Show moreLast updated: 30+ days ago
.Net developer - 194045

.Net developer - 194045

MassGenicsChandler, Arizona
Full-time
Innova Solutions is supporting a client with an immediate need for a.Merchant Engagement Platform—a system central to millions of merchant interactions. Locations : Charlotte,NC / Dallas,TX & Chandler...Show moreLast updated: 12 days ago
Fullstack.Net Developer

Fullstack.Net Developer

VeeAR ProjectsChandler, AZ
Full-time
Must have a strong development background to support a project focused on migrating legacy.NET applications to a modern stack involving React, , Java, and TypeScript. Candidate must have Linux syste...Show moreLast updated: 30+ days ago
Senior Full Stack .Net Developer

Senior Full Stack .Net Developer

Verra MobilityMesa, Arizona, United States
Full-time
Verra Mobility is a global leader in smart mobility.We develop technology-enabled solutions that help the world move safely and easily. We are fostering the development of safe cities, working with ...Show moreLast updated: 30+ days ago
Sr.Net / UI Developer (FULL STACK)

Sr.Net / UI Developer (FULL STACK)

EmviaTempe, AZ, United States
Temporary
Net / UI Developer (FULL STACK) Location : Tempe, AZ Duration : 6+ Months Contract Phone followed by In Person Interview (NO Skype) Candidate must be Local to AZ (NO Non-Local Candidate Please) Must Ha...Show moreLast updated: 14 days ago
Software Engineer.NET

Software Engineer.NET

KubraTempe, Arizona, United States
Full-time +1
KUBRA is in growth mode and currently seeking a.As a Software Engineer, you will be responsible for.KUBRA Product Engineering team!. This is a hybrid role based out of our office in Tempe, AZ.Partic...Show moreLast updated: 30+ days ago
  • Promoted
Snowflake Developer

Snowflake Developer

Diverse LynxTempe, AZ, US
Full-time
Diverse Lynx LLC is an Equal Employment Opportunity employer.All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solel...Show moreLast updated: 21 days ago
.Net developer - 194045

.Net developer - 194045

Innova SolutionsChandler, Arizona
Full-time
Innova Solutions is supporting a client with an immediate need for a.Merchant Engagement Platform—a system central to millions of merchant interactions. Locations : Charlotte,NC / Dallas,TX & Chandler...Show moreLast updated: 12 days ago
Software Engineer.NET

Software Engineer.NET

Motion RecruitmentMesa, Arizona, United States
Temporary
Contract / Hybrid – 2 days onsite in Mesa, AZ.You’ll work on backend services and APIs while also contributing to clear, well-organized technical documentation. This is a great opportunity for devel...Show moreLast updated: 19 days ago
.NET Full stack Developer

.NET Full stack Developer

ITL USATempe, AZ, US
Permanent
Job description Infosys is seeking a.This role involves working on front-end and back-end components, resolving production issues, implementing enhancements, and ensuring performance and security c...Show moreLast updated: 5 days ago
  • Promoted
PeopleSoft Developer

PeopleSoft Developer

SamprasoftTempe, AZ, US
Full-time
Solution Development For Financial And Support Office Functional Areas.The primary purpose of this position is to provide solution development for a wide range of financial and support office funct...Show moreLast updated: 12 days ago
  • Promoted
Automation Developer

Automation Developer

AkkodisChandler, AZ, US
Full-time
The ideal candidate will have experience in mobile automation testing, specifically with Perfecto, Selenium, and mobile testing on POS terminals. The rate may be negotiable based on experience, educ...Show moreLast updated: 30+ days ago
  • Promoted
.Net Developer

.Net Developer

StaffingMesa, AZ, US
Full-time
Location : Remote / Telecommute (EST Time Zone) Duration : 1 Year Contract (Extendable) Required Skills : ASP.NET, Oracle PL / SQL, JavaScript,. NET Core Preferred Skills : Familiarity with UML Design Conce...Show moreLast updated: 11 days ago
.NET Web Services

.NET Web Services

eTeamTempe, AZ
Full-time
Net / Angular / Webservices / NetCore.Your responsibility will include the following : .Working on Azure SQL database and Datalake database (Azure Data Factory, pipelines, etc. Implementing CI / CD pipeline a...Show moreLast updated: 30+ days ago
Senior .NET Software Engineer

Senior .NET Software Engineer

DriveTimeTempe, AZ
Remote
Full-time
DriveTime Family of Brands is the largest privately owned used car sales finance & servicing company in the nation.Headquartered in Tempe, Arizona and Dallas, Texas, we create opportunities and imp...Show moreLast updated: 30+ days ago
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Senior Estate Strategist- High Net Worth

Senior Estate Strategist- High Net Worth

Edward JonesTempe, AZ, United States
4 hours ago
Job type
  • Full-time
Job description

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 :

  • Bachelor's degree in Business, Finance, Accounting or Law required
  • Advanced degree (such as JD) required
  • Series 7 and 66 required within 6 months of hire
  • Insurance license required 6 months of hire
  • CFP preferred or obtained in accordance with firm policy
  • Ability to travel up to 10% to target markets
  • 11+ years of experience in the financial services industry preferred
  • Direct client service experience as a member of a HNW client-facing professional team required
  • 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 estate planning strategies including but not limited to Spousal Lifetime Access Trusts, sales to Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Generational Skipping Tax Transfer (GSTT), generational gift planning, Qualified Personal Residence Trusts, etc. Should be able 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 goals. Should also be familiar with implementation of these strategies for High Net Worth clients
  • Ability to review High Net Worth client estate planning documents (i.e.trusts, wills, power of attorney, medical / healthcare directives, gift / estate tax returns, prenuptial agreements, divorce decree, business agreements, etc.) and identify opportunities to implement strategies that better align to client goals related to estate and legacy planning
  • Need to demonstrate ability to understand and interpret how upcoming changes in legislation and regulatory environment may impact HNW estate / legacy planning and proposed client strategies. Support the implementation of estate planning strategies and recommendations
  • What Could Set You Apart :

  • Deep Subject Matter expertise in complex estate planning for High-Net-Worth clients
  • Strong presentation and communication skills
  • Personal initiative and ability to collaborate and build relationships
  • Ability to lead small groups and present findings in a clear and concise manner
  • Ability to lead a client meeting with multiple professionals
  • Ability to understand how changes in tax laws, legislation, and regulatory changes impact High Net Worth tax planning and client facing strategies and recommendations
  • Candidates 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
  • 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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