Edward Jones · 2 days ago

Senior Wealth Strategist- Tax Planning

United States

Full-time

Remote

Senior Level, Lead/Staff

$114K/yr - $194K/yr

9+ years exp

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Responsibilities

Develop Goals based strategies for clients with complex needs using a team approach which requires specific technical knowledge in tax planning and comprehensive financial planning.

Communicate with financial advisors and clients to gain understanding of client's needs, aide 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 tax planning strategies that supports the creation of goals-based and financial planning recommendations for clients with complex needs.

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.

Serve as subject matter expert for complex cases requiring deep technical knowledge in tax planning and financial planning experience and have a strong understanding of upcoming rules/regulations and impacts to tax planning and financial planning concepts.

Stay abreast of tax planning concepts, market trends, investment opportunities, changes in financial regulations, etc. and share subject matter expertise with team, Financial Advisors, and clients.

Qualification

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Financial Services IndustryCPACFPSeries 7Series 66Insurance LicenseTax PlanningFinancial PlanningInvestment StrategiesEstate PlanningHigh Net Worth ClientsClient Relationship ManagementBranch Teams Knowledge

Required

9+ years' experience in the Financial Services Industry

CPA required

CFP required or process started within 6 months of hire

Series 7 and 66 required within 6 months of hire

Insurance license required within 6 months of hire

Bachelor's degree in business, Finance, Accounting or Law required

Broad knowledge of branch teams and branch structure

Preferred

Mastery of financial planning, investment strategies, tax planning, and estate planning.

Extensive experience dealing with high net worth clients and addressing their complex financial needs.

Exceptional analytical abilities for assessing complex financial situations and developing tailored solutions.

Ability to support a financial advisor in evaluating solutions-based strategies for client needs

Understanding of Financial Advisor/ and Branch Team Support member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings.

Candidates that live within in 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.