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.
Job Overview
Position Schedule:
Full‑Time This job posting is anticipated to remain open for 30 days, from 13-Feb-2026. The posting may close early due to the volume of applicants. 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 estate 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
Serve as a subject‑matter expert for complex cases requiring deep technical knowledge and extensive estate‑planning expertise. Demonstrate ability to understand how upcoming changes in legislation and the regulatory environment may impact high‑net‑worth estate/legacy planning and proposed client strategies. Support the implementation of estate‑planning strategies and recommendations. Communicate at an appropriate technical level with financial advisors, the High Net Worth team, and clients to understand client needs, aid in documenting client goals, articulate estate‑planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and build relationships with clients and financial advisors. Act as a conduit to third‑party estate‑planning and legal advice service providers to implement estate‑planning strategies for clients. Set expectations with the estate‑planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and customized client deliverables. Connect the client’s financial plan to their estate and legacy goals. Clearly articulate services to be rendered to the 3rd‑party service providers. Ensure that 3rd‑party advice aligns with EDJ advice and guidance. Facilitate the timely delivery and execution of estate‑planning advice between the third‑party service provider and the High Net Worth team. Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our High Net Worth strategy and team, in collaboration with internal/external stakeholders, that enable the firm’s evolution to deliver ongoing financial planning and asset‑management services. Work in partnership with Edward Jones internal stakeholder groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist, etc.) to ensure proper alignment and continued evolution in partnership with the HNW business segment and APPS strategies. Help shape and inform HNW client‑facing advice and guidance related to complex estate planning and 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 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 401(k) 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. Hiring Minimum:
$144,000 Hiring Maximum:
$245,100 Skills/Requirements What Experience You Need Bachelor’s degree in Business, Finance, Accounting or Law required Advanced degree (such as JD) required Series 7 and 66 required within 6 months of hire Insurance license required within 6 months of hire CFP® preferred or obtained in accordance with firm policy Ability to travel up to 10% to target markets 11+ years of experience in the financial services industry preferred Direct client service experience as a member of an HNW client‑facing professional team required Understanding of financial advisor and branch team support member(s) processes, including 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. Must be able to understand and explain these strategies as well as identify when a strategy is appropriate to discuss with a client and ensure alignment to their financial plan and goals. Must also be familiar with implementation of these strategies for high‑net‑worth clients Ability to review high‑net‑worth client estate‑planning documents (e.g., trusts, wills, power of attorney, medical/healthcare directives, gift/estate tax returns, prenuptial agreements, divorce decree, business agreements, etc.) and identify opportunities to implement strategies that better align to client goals related to estate and legacy planning Ability to understand and interpret how upcoming changes in legislation and regulatory environment may impact HNW estate/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 and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. Current INTERNAL home‑based associates:
While this role is posted as hybrid, if selected and accepted, you may retain your home‑based status. Edward Jones intends in good faith to continue offering the role as home‑based, though future business or regulatory needs may require on‑site work. About Us 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. 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. #J-18808-Ljbffr
Full‑Time This job posting is anticipated to remain open for 30 days, from 13-Feb-2026. The posting may close early due to the volume of applicants. 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 estate 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
Serve as a subject‑matter expert for complex cases requiring deep technical knowledge and extensive estate‑planning expertise. Demonstrate ability to understand how upcoming changes in legislation and the regulatory environment may impact high‑net‑worth estate/legacy planning and proposed client strategies. Support the implementation of estate‑planning strategies and recommendations. Communicate at an appropriate technical level with financial advisors, the High Net Worth team, and clients to understand client needs, aid in documenting client goals, articulate estate‑planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and build relationships with clients and financial advisors. Act as a conduit to third‑party estate‑planning and legal advice service providers to implement estate‑planning strategies for clients. Set expectations with the estate‑planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and customized client deliverables. Connect the client’s financial plan to their estate and legacy goals. Clearly articulate services to be rendered to the 3rd‑party service providers. Ensure that 3rd‑party advice aligns with EDJ advice and guidance. Facilitate the timely delivery and execution of estate‑planning advice between the third‑party service provider and the High Net Worth team. Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our High Net Worth strategy and team, in collaboration with internal/external stakeholders, that enable the firm’s evolution to deliver ongoing financial planning and asset‑management services. Work in partnership with Edward Jones internal stakeholder groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist, etc.) to ensure proper alignment and continued evolution in partnership with the HNW business segment and APPS strategies. Help shape and inform HNW client‑facing advice and guidance related to complex estate planning and 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 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 401(k) 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. Hiring Minimum:
$144,000 Hiring Maximum:
$245,100 Skills/Requirements What Experience You Need Bachelor’s degree in Business, Finance, Accounting or Law required Advanced degree (such as JD) required Series 7 and 66 required within 6 months of hire Insurance license required within 6 months of hire CFP® preferred or obtained in accordance with firm policy Ability to travel up to 10% to target markets 11+ years of experience in the financial services industry preferred Direct client service experience as a member of an HNW client‑facing professional team required Understanding of financial advisor and branch team support member(s) processes, including 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. Must be able to understand and explain these strategies as well as identify when a strategy is appropriate to discuss with a client and ensure alignment to their financial plan and goals. Must also be familiar with implementation of these strategies for high‑net‑worth clients Ability to review high‑net‑worth client estate‑planning documents (e.g., trusts, wills, power of attorney, medical/healthcare directives, gift/estate tax returns, prenuptial agreements, divorce decree, business agreements, etc.) and identify opportunities to implement strategies that better align to client goals related to estate and legacy planning Ability to understand and interpret how upcoming changes in legislation and regulatory environment may impact HNW estate/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 and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. Current INTERNAL home‑based associates:
While this role is posted as hybrid, if selected and accepted, you may retain your home‑based status. Edward Jones intends in good faith to continue offering the role as home‑based, though future business or regulatory needs may require on‑site work. About Us 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. 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. #J-18808-Ljbffr