Senior Tax Strategist - High Net Worth Team
Company: Edward Jones
Location: Scottsdale
Posted on: November 7, 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:
Edward Jones' compensation and benefits package includes medical
and prescription drug, dental, vision, voluntary benefits (such as
accident, hospital indemnity, and critical illness), short- and
long-term disability, basic life, and basic AD&D coverage.
Short- and long-term disability, basic life, and basic AD&D
coverage are provided at no cost to associates. Edward Jones offers
a 401k retirement plan, and tax-advantaged accounts: health savings
account, and flexible spending account. Edward Jones observes ten
paid holidays and provides 15 days of vacation for new associates
beginning on January 1 of each year, as well as sick time, personal
days, and a paid day for volunteerism. Associates may be eligible
for bonuses and profit sharing. All associates are eligible for the
firm's Employee Assistance Program. For more information on the
Benefits available to Edward Jones associates, please visit our
.
Hiring Minimum: $113810
Hiring Maximum: $193785
Skills/Requirements
Knowledge:
Credentials and Experience:
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:
Check out our Canadian awards and accolades:
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 .
-Fortune 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.
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Keywords: Edward Jones, Maricopa , Senior Tax Strategist - High Net Worth Team, Accounting, Auditing , Scottsdale, Arizona
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