Senior Wealth Strategist -Estate Planning

Job Posting Information

This job posting is anticipated to remain open for 30 days, from 23-Jan-2026. The posting may close early due to the volume of applicants.

Join 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.

¹ Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

• Do you have a Financial Planning background with an emphasis on Estate Planning?
• 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 strong background in financial planning and experience with complex financial planning concepts?
• Do you have a deep understanding of the Financial Advisor role?

Senior Wealth Strategists leverage the extensive resources of our home office to support our financial advisors in serving their clients with complex needs. This position plays a critical role in serving as the primary point of contact between the two groups. You will be called upon as a financial 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.

• Develop goals‑based strategies for clients with complex needs using a team approach which requires specific technical knowledge in a particular subject matter area including Estate Planning and other financial planning topics.
• Partner with financial advisors to strengthen delivery of complex financial plans for high‑value clients and prospects, providing guidance and resources to enhance confidence and create an exceptional client experience.
• Communicate with financial advisors and clients to gain understanding of client needs, aid in documenting client goals, articulate investment and financial planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and help build relationships with clients and financial advisors.
• Serve as a subject‑matter expert for a specific topic that supports the creation of goals‑based and financial planning recommendations for clients with complex needs.
• Contribute to firm‑wide 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.
• Serve as subject‑matter expert for complex cases requiring deep technical knowledge and financial planning experience. Have a strong understanding of upcoming rules/regulations and impacts to their area of expertise and financial planning concepts.

• 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 within 6 months of hire.
• CFP® or CFA® required in accordance with firm policy.
• Broad knowledge of branch teams and branch structure.