Senior Tax Wealth Strategist- High Net Worth

There's power in partnership.

Your passion. Our purpose. We can make an impact together. Join a team that empowers you to shape the future of client service. Everything we do is focused on helping clients achieve what's most important to them, all while giving you the opportunity to innovate, collaborate and grow.

What you do every day helps people achieve and protect their financial goals. You'll have access to cutting-edge tools, continuous learning programs, mentorship from experienced leaders, and a culture that values every voice and idea.

Position

Schedule:

Full-Time

This job posting is anticipated to remain open for 30 days, from 20-Feb-2026. The posting may close early due to the volume of applicants.

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 background in financial planning, with an emphasis on tax strategies? What about experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you!

Private Wealth Consulting is a team within the Private Wealth area that serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation through investment solutions to high net worth (HNW) clients. We collaborate across Edward Jones home office teams and external 3rd party relationships to deliver personalized advice with a particular focus on financial planning, portfolio strategy, and guidance on complex wealth management strategies.

The Private Wealth Consulting Team partners with branch teams to deliver a comprehensive review and analysis of HNW clients' financial planning needs and provides tailored financial strategies to help clients reach their goals.

Senior Wealth Strategists 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 clients' wealth management and tax planning needs. You will be called upon as a tax 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.

• 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.
• Communicate with financial advisors and clients to gain understanding of client's needs, aid in documenting client goals, articulate investment and tax planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and build relationships with clients and financial advisors
• Lead firm 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.
• Stay abreast of financial planning concepts, market trends, investment opportunities, changes in financial regulations, etc. and share subject matter expertise with team, Financial Advisors, and clients
• 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…