Private Wealth Real Estate Strategist

Edward Jones

6d

About The Position

The Real Estate Strategist serves as a subject-matter authority who helps high-net-worth and ultra-high-net-worth clients evaluate complex real estate decisions within their broader wealth strategies. Drawing on extensive real estate and wealth management experience, the Strategist explains how real estate holdings, acquisitions, dispositions, financing, income, liquidity, tax considerations, and legacy objectives intersect with a client’s overall financial plan. The role identifies planning implications, evaluates strategic alternatives, coordinates internal and third-party resources, and connects members of the client’s advisory team.

Working with advisors and the Generations team, the Strategist turns significant real estate decisions into broader wealth-planning opportunities, including potential liquidity events, investment assets, lending needs, and opportunities to deepen client relationships. The position also develops scalable discovery frameworks, workflows, resources, and engagement models, and trains Generations associates to recognize real estate planning opportunities.

Candidates within commuting distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office four days per week.

Requirements

• 10 or more years of directly relevant experience in commercial real estate, real estate investment advisory, private wealth management, private banking, family office, or a similarly sophisticated advisory environment.
• Bachelor’s degree required.
• Series 7, Series 66, and Insurance licenses required within six months of hire.
• Deep expertise across commercial and investment real estate, including ownership structures, acquisitions, dispositions, financing, income-producing properties, valuation considerations, and exit strategies.
• Strong working knowledge of tax-efficient real estate strategies, including 1031 exchanges, Delaware Statutory Trusts (DSTs), UPREIT/721 exchanges, Qualified Opportunity Zones, and charitable real estate strategies; ability to recognize when specialized tax or legal counsel is needed.
• Demonstrated experience coordinating complex client matters across real estate professionals, financial advisors, tax professionals, attorneys, lenders, and other specialists.
• Ability to assess real estate in the context of HNW/UHNW clients’ broader investment, liquidity, lending, tax, estate, and legacy objectives and translate property-level decisions into comprehensive wealth-planning opportunities.
• Significant experience advising sophisticated clients and families on high-value, complex decisions, with the executive presence and judgment to serve as a trusted subject-matter authority to clients and advisors.

Nice To Haves

• CFP designation, or willingness to obtain it and complete it within the firm’s policy guidelines.

Responsibilities

• Serve as a central resource for complex real estate opportunities and decisions within Generations client relationships.
• Evaluate real estate holdings and transactions in relation to clients’ broader wealth, liquidity, investment, tax, estate, and legacy objectives.
• Help advisors identify planning implications and opportunities arising from acquisitions, dispositions, refinancing, income-producing properties, and changes in real estate ownership.
• Provide expertise on commercial real estate brokerage, investment-property transactions, real estate tax considerations, 1031 exchanges, DSTs, UPREIT/721s, qualified opportunity zones, real estate exit planning, and charitable real estate strategies available through the HNW Referral Network and Edward Jones Alternative Investment platform.
• Create an integrated client experience across the financial advisor, Generations team, and external professionals.
• Develop scalable real estate discovery frameworks, workflows, planning resources, and engagement models.
• Train Generations associates to identify real estate planning opportunities and determine when Strategist involvement is appropriate.
• Use client-engagement insights to identify emerging needs, strengthen referral resources, and expand the firm’s real estate wealth-planning capabilities.

Benefits

• Medical and prescription drug coverage
• Dental coverage
• Vision coverage
• Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
• Short- and long-term disability coverage at no cost to associates
• Basic life and basic AD&D coverage at no cost to associates
• 401(k) retirement plan
• Health savings account
• Flexible spending account
• Ten paid holidays
• 15 days of vacation for new associates beginning January 1 of each year
• Sick time
• Personal days
• Paid day for volunteerism
• Potential eligibility for bonuses and profit sharing
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior