Senior Wealth Strategist-Tax Planning

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. are 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.

• Develop goal‑based strategies for clients with complex needs using a team approach that requires specific technical knowledge in tax and other planning disciplines.
• 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 goal‑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 and 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 the 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.

• 9+ years of experience in the financial services industry preferred.

• 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.
• 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.
• Understanding and alignment with the firm values, beliefs, policies, procedures as well as business goals.
• Generate innovative solutions by challenging status quo.
• Provide coaching and mentoring to others in the department and serve as an informal leader.

• Problems faced by associates in this role tend to be advanced, complex and unstructured. Achieve results independently and occasionally through others.

• The decisions in this position are high in impact.

• The span of influence in this position is high. Wealth Management Consultation partners with Financial Planning, Investment Advisory, Advice & Guidance, Banking, Wealth Management Enablement, and other WMAS areas such as Client Consultation Group. Regularly interface with associates and leaders across branch development, compliance, finance, legal, risk, products,…