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.

Senior Tax Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve High Net Worth clients with complex needs in the following ways:

• Serve as a tax planning expert in partnership with the senior planner and financial advisor to uncover, understand, and articulate tax planning needs
• Partner with various internal stakeholders and service providers, such as the Edward Jones Trust Company, to bring forward holistic strategies and solutions to meet client goals
• Leverage relationships with, and provide oversight to, external 3rd party service providers, such as tax planning and advice firms, to bring forward tax planning strategies, recommendations, and implementation
• Leverage the firm's full suite of financial planning tools to help clients define their financial goals, identify tax planning opportunities, and monitor progress to keep clients on-track to meet their goals
• Ability to review High Net Worth client tax returns and identify opportunities to implement strategies that better align to client goals related to tax planning
• Expected to translate complex planning strategies in a way that clients can understand (both verbal and written) including education and trade-offs for each proposed strategy

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 High Net Worth client's wealth management and tax planning needs.

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. Support the implementation of tax 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 tax 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 tax planning and legal advice service providers to implement tax planning strategies for clients. Setting expectations with tax 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 tax 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 tax 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 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: $136571
Hiring Maximum: $232541

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Skills/Requirements

What You'll Need

• Bachelor's degree in Business, Finance, Accounting or Law required
• Advanced degree preferred
• 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
• 11+ years of experience in the financial services industry preferred
• CPA required
• Direct client service experience as a member of a High Net Worth 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 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 goals
  • Familiarity with implementation of these strategies for High Net Worth clients
• Ability 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 opportunities

What Could Set You Apart

• Deep Subject Matter expertise in complex tax 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
• Exceptional organizational skills
• Generate innovative solutions by challenging status quo
• Provide coaching and mentoring to others in the department
• Ability to understand and interpret how changes in tax laws, legislation, and regulatory changes impact High Net Worth tax planning and client facing strategies and recommendations

Travel Expectation

• Up to 10% travel to target markets

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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

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About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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.

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 2023, data as of December 2022. 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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