Senior Estate Strategist, Private Wealth

Edward Jones seeks a Senior Estate Strategist to support high-net-worth clients with complex estate and legacy planning. The role provides technical expertise, communicates strategies to clients and financial advisors, coordinates with external estate and legal providers, and collaborates with internal teams on advice, services, and strategic initiatives.

Responsibilities

• Provide technical expertise on complex high-net-worth estate and legacy planning cases.
• Assess how legislative and regulatory changes may affect estate planning strategies.
• Communicate client goals, strategies, and recommendations to clients, financial advisors, and internal teams.
• Coordinate third-party estate planning and legal service providers and align their advice with firm guidance.
• Facilitate timely delivery and execution of estate planning advice and customized client deliverables.
• Contribute to high-net-worth strategy initiatives and development of client-facing advice, products, and services.

Required Skills

• Estate planning
• Legacy planning
• High-net-worth financial planning
• Estate strategy development
• Legislative and regulatory analysis
• Client needs assessment
• Financial plan integration
• Third-party provider coordination
• Estate planning implementation
• Strategic project collaboration