Opportunity Overview
Team Overview:
Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth tax planning? If you answered yes to these questions, This could be the right opportunity for you! The Edward Jones Generations team provides an end-to-end, HNW client experience 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 Estate Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW with complex needs.
What You Will Do:
Associate Tax Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW clients with complex needs in the following ways: Serve as a tax planning expert in partnership with the Senior Tax Strategists 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 the firm's full suite of financial planning tools to help clients define their financial goals, and identify tax planning opportunities. Ability to review HNW 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.
Additional Responsibilities include:
Support Senior Tax Strategists 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 HNW client's wealth management and tax planning needs. Serve as a tax planning subject matter expert. Need to demonstrate ability to understand how upcoming changes in legislation and regulatory environment may impact HNW tax planning and proposed client strategies. Support the implementation of tax planning strategies and recommendations. Communicate at an appropriate technical level with financial advisors, HNW 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. Facilitate the timely creation of tax planning deliverables including tax return reviews and scenario modeling. Actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our HNW strategy and team, in collaboration with internal/external stakeholders, that enable the firm's evolution to deliver ongoing financial planning and asset management services.
Position Requirements:- What Experience You Need: Bachelor's degree in Business, Finance, Accounting or Law requiredCPA or Masters of Taxation required
- Series 7 and 66 required within 6 months of hire
- Insurance license required 6 months of hireCFP preferred or obtained in accordance with firm policy 5+ years of experience in the financial services industry preferred
- Direct client service experience as a member of a HNW 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 estate planning strategies including but not limited to Spousal Lifetime Access Trusts, sales to Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Generational Skipping Tax Transfer (GSTT), generational gift planning, Qualified Personal Residence Trusts, etc. Should be able 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.
Should also be familiar 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. Need to demonstrate ability to understand and interpret how upcoming changes in legislation and regulatory environment may impact HNW tax/legacy planning and proposed client strategies.
Support the implementation of estate planning strategies and recommendations
What Could Set You Apart: Deep Subject Matter expertise in complex estate 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
Ability to understand how changes in tax laws, legislation, and regulatory changes impact High Net Worth tax planning and client facing strategies and recommendations*Candidates that live within a commutable distance from our Tempe, AZ, St. Louis, MO home office locations, and/or that work within a Talent Capability and Generations Hub are expected to work in the office four days per week.
Any changes in strategic direction will be determined by the General Partner responsible for the business segment.
Company Description:
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. View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Awards and 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 JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
- Position Schedule
- Full-Time Posting Location
- Arizona, Tempe, Florida, West Palm Beach, Missouri, St. Louis, Texas, Dallas
- External Work Arrangements
Home-Based Position TypeHome Office EEO Statement
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.
Recruiter
Krista Calabrese
Salary Information:
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. Country United States Search Headquarters Positions by Area of Interest Investment Products and Strategy : 120000BR
