Senior Estate Strategist - HNW Wealth & Estate Planning
edward jonesSt Louis, MO
Senior Estate Strategist - HNW Wealth & Estate Planning
edward jonesSt Louis, MO
yesterday
Occupations
Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales AgentsIndustries
Trusts, Estates, and Agency AccountsTrust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceAbout the role
Edward Jones is seeking a Senior Estate Strategist to join our Generations team in a high‑net‑worth focused role. You will partner with branch teams to deliver advanced estate planning, tax, and legacy strategies, aligning client goals with internal and third‑party services.
The role requires deep expertise in complex estate planning and the ability to translate regulatory changes into actionable client guidance while coordinating with financial advisors, trust companies, and legal partners.
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JOB OVERVIEW
Experience level
Senior
Location
St Louis, MO
Occupation
Personal Financial Advisors
Industry
Trusts, Estates, and Agency Accounts
Posted
yesterday
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