Estate Planning Team Lead - HNW Wealth
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-01-27
Listing for:
Edward Jones
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Wealth Management -
Management
Regulatory Compliance Specialist, Wealth Management
Job Description & How to Apply Below
A financial services firm in St. Louis is seeking a leader for the Estate Planning team. The ideal candidate will have a Bachelor's degree in Business or Law and extensive experience in complex estate planning for high net worth clients. Responsibilities include oversight of team operations, client engagement strategies, and collaboration with third-party firms. The firm offers competitive compensation, including bonuses, and emphasizes work-life flexibility and inclusive culture.
Strong leadership and communication skills are essential for this role.
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