Team Leader- Private Wealth Estate Planning

Edward Jones

6d

About The Position

The Edward Jones Generations® team provides high-net-worth clients with an end-to-end experience, partnering with branch teams to deliver ongoing client services, including holistic financial planning, tax and estate planning through trusted third parties, implementation of Edward Jones products and services, reporting, and support.

As leader of the Estate Planning team, you will oversee subject matter experts who support branch teams and manage complex client engagements. The team enhances client outcomes and relationships by partnering with senior planners and financial advisors to identify, assess, and explain estate planning opportunities suited to client needs. You will manage relationships with integrated third-party law firms to support the delivery and implementation of strategies and recommendations.

The role leads day-to-day operations, maintains alignment with written supervisory procedures and standard operating procedures, and oversees risk related to direct client and branch interactions. You will foster a collaborative, fast-paced, innovative environment, hold the team accountable for business objectives, and help ensure estate planning recommendations are suitable and aligned with client goals. Associates living 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

• Bachelor's degree in Business, Finance, Accounting, or Law.
• Juris Doctor (JD).
• Series 7, 66, and 24 licenses, or ability to obtain them within six months of hire.
• Direct client service experience as a member of a high-net-worth client-facing professional team.
• Deep subject matter expertise in complex estate planning for high-net-worth clients.
• Previous formal leadership experience.
• Strong presentation and communication skills.
• Personal initiative and ability to collaborate and build relationships.
• Ability to lead small groups and present findings clearly and concisely.
• Ability to lead client meetings involving multiple professionals.
• Ability to understand and interpret how changes in tax laws, legislation, and regulation affect high-net-worth estate planning and client-facing strategies and recommendations.

Nice To Haves

• CFP certification, or ability to obtain it in accordance with firm policy.
• Advanced degree.
• Active FINRA licenses.

Responsibilities

• Develop and execute team objectives and drive performance through feedback, training, and coaching in support of department and firm objectives.
• Lead the strategy and guidance for presenting complex concepts in understandable, actionable ways to home-office associates, branch teams, and clients.
• Coach team members on estate planning delivery, including collaboration with Generations colleagues, written estate planning summaries, and client interactions.
• Serve as an advanced estate planning subject matter expert and translate expertise into strategic initiatives and client-focused business-building ideas.
• Advise on firm strategy and interpretation of industry rules and regulations, including potential rule changes, and translate that knowledge into strategic initiatives.
• Present estate planning expertise to branches through channels such as webinars and field-based training meetings, and contribute to content development and formal training programs.
• Lead department, division, and firm-wide committees and projects, influencing peers and senior leaders without direct authority.
• Manage and create department written supervisory procedures and standard operating procedures, and ensure adherence for public communications, professional designation reviews, and information barriers.
• As a Series 24 principal, review and approve client-facing materials for fairness, balance, and accuracy, and evaluate financial planning recommendations for suitability and alignment with client goals and full financial picture.
• Support development and maintenance of the HNW Business Segment’s vision, mission, and long-term strategic plan, including measuring progress against short-, medium-, and long-term strategies.
• Manage relationships with integrated third-party law firms and support delivery of estate planning strategies, recommendations, and implementation.
• Oversee day-to-day team operations and risk associated with direct client and branch interactions.

Benefits

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
• Short- and long-term disability coverage provided at no cost
• Basic life and basic AD&D coverage provided at no cost
• 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 bonuses
• Potential profit sharing
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Ph.D. or professional degree