Senior Tax Strategist - High Net Worth Team
Company: EDWARD JONES
Location: Scottsdale
Posted on: October 24, 2024
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Job Description:
Your passion. Our purpose. This could be powerful. Maybe the
markets keep you up at night. Trusts are your forte. Or your idea
of a perfect day at the office is a deep dive into equity research.
Whatever your passion, at Edward Jones it will have purpose. Your
work is meaningful - because it has a singular focus: client
relationships. What you do every day helps people achieve and
protect their financial goals. Impacting lives for the better. And
with our remarkable work-life flexibility, one of the lives it
could enhance is yours. Job Overview Position Schedule: Full-Time
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 strong background in financial planning and
experience with complex financial planning concepts? What about a
deep understanding of the Financial Advisor role and serving
clients? If you answered yes to these questions, joining the Edward
Jones High Net Worth team could be the right opportunity for you
This team sits within the Wealth Management Advice and Solutions
(WMAS) division. WMAS Purpose: We innovate, develop, evolve, and
manage integrated advice, planning, products, and services (APPS),
leveraging deep understanding of client and branch team needs. We
enable branch teams to deliver unparalleled value for our clients
and communities through wealth management offerings and
experiences, from discovery to planning and implementation,
supported by thought leadership and expert services. Wealth
Management Consultation is an area within WMAS that serves as the
planning and investment portfolio advice consultation group to
support the delivery of financial planning services and
implementation of the Edward Jones planning and investment
solutions. We serve as a resource that our branch teams can utilize
to implement wealth management Advice, Planning, Products, and
Services (APPS). We partner with WMAS stakeholders to deliver
formalized, advanced, and personalized advice from subject matter
experts, with a particular focus on implementation of planning,
portfolio construction, advice, and guidance. We provide our branch
teams with a holistic view of planning and portfolio management
across their business, including analytics and visualizations,
while helping them deliver the comprehensive wealth management
services that our clients desire. The Edward Jones Wealth
Management Consultation High Net Worth team provides an end-to-end,
high-net-worth (HNW) client experience (Clients with $10 million or
more) 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. What you'll do: The Senior Tax Planning
Strategist leverages the extensive resources of our home office and
external 3rd party partnerships to serve HNW clients with complex
needs. They serve as the tax planning expert in partnership with
the Senior Planner and Financial Advisor to uncover, understand,
and articulate tax planning needs. Responsibilities include:
Support lead planner 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 subject matter expert for complex cases requiring deep technical
knowledge and extensive tax planning expertise. 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. Serve as a conduit to a third-party tax
planning and legal advice service providers to implement tax
planning strategies for clients. Setting expectations with tax
planning/legal service provider, client, financial advisor, and HNW
team to deliver timely advice and customized client deliverables.
Connect client's financial plan to their tax and legacy goals.
Facilitate the timely delivery and execution of tax planning advice
between the third-party service provider and HNW team Lead or
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.
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. At Edward Jones, we value and respect
our associates and their contributions, and we recognize individual
efforts through a rewards program that promotes a long-term career,
financial security and well-being. Visit our career site to learn
more about our total compensation approach, which in addition to
base salary, typically includes benefits, bonuses and profit
sharing. The salary range for this role is based on national data
and actual pay is based on skills, experience, education, and other
relevant factors for a potential new associate: Hiring Minimum:
$113810 Hiring Maximum: $193785 Skills/Requirements Knowledge:
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 tax planning strategies for HNW clients.
Credentials and Experience: Bachelor's degree in Business, Finance,
Accounting or Law required Advanced degree preferred Series 7 and
66 preferred or obtained within 6 months of hire State Insurance
license preferred or obtained within 6 months of hire CFP--
required CFA a plus 9 years of experience in the financial services
industry preferred Client facing experience required CPA or income
tax experience required Up to 10% travel required in target markets
Awards & 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 Jones Check out our Canadian awards and
accolades: Insights & Information Blog Postings about Edward Jones
About Us Join a financial services firm where your contributions
are valued. Edward Jones is a Fortune 500-- company where people
come first. With over 8 million clients and 19,000 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 2023, data as of December 2022.
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. LI-HO
Keywords: EDWARD JONES, Scottsdale , Senior Tax Strategist - High Net Worth Team, Accounting, Auditing , Scottsdale, Arizona
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