Senior Wealth Strategist- Tax Planning
Edward D. Jones
Team Overview:
Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do you have a background in financial planning? What about experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you!
Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. The Planning and Advice Consultation Group provides tailored financial strategies to clients by partnering with our branch teams to review and analyze complex client needs and goals.
As part of the client team, the Client Consultation Group within our Wealth Management Consultation department provides tailored financial strategies to clients by partnering with branch teams to review and analyze complex client needs and goals.
What you Will Do:
Senior Wealth Strategists leverage the extensive resources of our home office to support our financial advisors in serving their clients with complex needs, particularly related to tax planning. This position is critical in serving as the primary contact between the two groups. You will be called upon as a financial planning subject matter expert, on the firm's full suite of financial planning tools, investment offerings and how they're leveraged to help clients define their financial goals and identify solutions to keep them on-track. Additionally, you will apply knowledge of financial planning disciplines to unique client circumstances and work directly with branch teams and their clients. You'll be joining a team of high-energy associates, with tenure ranging from years to decades, dedicated to personal development, inclusion and diversity, and partnering with financial advisors as part of the client team.
Responsibilities include: 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 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.
Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do you have a background in financial planning? What about experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you!
Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. The Planning and Advice Consultation Group provides tailored financial strategies to clients by partnering with our branch teams to review and analyze complex client needs and goals.
As part of the client team, the Client Consultation Group within our Wealth Management Consultation department provides tailored financial strategies to clients by partnering with branch teams to review and analyze complex client needs and goals.
What you Will Do:
Senior Wealth Strategists leverage the extensive resources of our home office to support our financial advisors in serving their clients with complex needs, particularly related to tax planning. This position is critical in serving as the primary contact between the two groups. You will be called upon as a financial planning subject matter expert, on the firm's full suite of financial planning tools, investment offerings and how they're leveraged to help clients define their financial goals and identify solutions to keep them on-track. Additionally, you will apply knowledge of financial planning disciplines to unique client circumstances and work directly with branch teams and their clients. You'll be joining a team of high-energy associates, with tenure ranging from years to decades, dedicated to personal development, inclusion and diversity, and partnering with financial advisors as part of the client team.
Responsibilities include: 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 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.
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