Edward Jones · 9 hours ago
Senior Tax Wealth Strategist- High Net Worth
Arizona, Tempe, Missouri, St. Louis
Full-time
Hybrid
Senior Level, Lead/Staff
9+ years expEdward Jones is a financial services firm that values contributions and focuses on client relationships. They are seeking a Senior Tax Wealth Strategist to support financial advisors and deliver high-quality advice and planning services to high net worth clients, with a particular emphasis on tax planning strategies.
AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
Responsibilities
Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive tax planning expertise. Need to demonstrate ability to understand how upcoming changes in legislation and regulatory environment may impact High Net Worth tax planning and proposed client strategies
Communicate with financial advisors and clients to gain understanding of client's needs, aid in documenting client goals, articulate investment and tax planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and build relationships with clients and financial advisors
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
Stay abreast of financial planning concepts, market trends, investment opportunities, changes in financial regulations, etc. and share subject matter expertise with team, Financial Advisors, and clients
Help shape and inform High Net Worth client facing advice and guidance related to complex tax planning as well as provide input on future products and services needed to meet client needs
Qualification
Required
9+ years' experience in the Financial Services Industry
Series 7 and 66 required within 6 months of hire
Insurance license required within 6 months of hire
Bachelor's degree in business, Finance, Accounting or Law required
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 including but not limited to Charitable Remainder Trusts (CRTs), Private Foundations, Donor Advised Funds, Trust taxation, Roth conversion analysis, pass through entity taxation, 1031 Exchanges, Deferred sales trusts, equity based compensation, net unrealized appreciation, considerations for business sales, etc
Ability to understand and explain these strategies as well as identify when a strategy is appropriate to discuss with a client and ensures alignment to their financial plan and goals
Familiarity with implementation of these strategies for High Net Worth clients
Ability to review client tax returns, gift/estate tax returns, personal financial statement, and other legal documents i.e. shareholder agreements, business agreements, executive compensation plans, partnership agreements, etc. and identify tax planning opportunities
Preferred
CFP designation highly preferred
CPA or other graduate or postgraduate degree specializing in complex tax highly preferred
Mastery of financial planning, investment strategies, tax planning, and estate planning
Strong presentation and communication skills
Exceptional organizational skills
Understanding of Financial Advisor and Branch Team Support Member(s) structure
Extensive experience dealing with high net worth clients and addressing their complex financial needs
Exceptional analytical abilities for assessing complex financial situations and developing tailored solutions
Ability to support a financial advisor in evaluating solutions-based strategies for client needs
Advanced degree; CPA, JD, CFA or additional financial planning certification
Benefits
Medical and prescription drug
Dental
Vision
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short- and long-term disability
Basic life
Basic AD&D coverage
401k retirement plan
Tax-advantaged accounts: health savings account, and flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time
Personal days
A paid day for volunteerism
Bonuses and profit sharing
Employee Assistance Program
Company
Edward Jones
Edward Jones provides personalized investment advisory, brokerage, and management services.
10001+ employees
H1B Sponsorship
Edward Jones has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
2021 (6)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$406.77M2025-09-25Undisclosed· $12.95M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Data Science Manager
Recent News
bloomberglaw.com
2025-12-20
2025-12-20
Company data provided by crunchbase