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Director, Tax/Estate Strategy | |||||||||||||||||||||||||||||||||
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 The Director of Tax & Estate Strategy is responsible for providing thought leadership and strategic development within Edward Jones' private client service. This includes building and leading a team of 8 experienced and specialized professionals that support the delivery of tax and estate planning that is part of the comprehensive and personalized financial planning and wealth management services for the firm's High Net Worth (HNW) segment. 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. 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) serving as a resource that our branch teams can utilize to implement wealth management Advice, Planning, Products, and Services (APPS). We 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: This Director role will lead tax, estate planning, and other financial planning experts that will analyze HNW clients' complex financial situations and provide recommended strategies to help them address tailored needs and achieve financial goals. The Director will have both client-facing and internal responsibilities, including engaging with clients and financial advisors to design and execute tailored planning strategies, as well as business development efforts that support the enhancement and growth of the firm's private client offering. The role will frequently encounter complex, high net worth situations with urgency that will require identification of multiple stakeholders to achieve resolution. In addition, the Director is responsible for achieving business results of the area, including hiring decisions, and ensuring associates are delivering on targeted results, providing coaching, feedback and clear objectives to the tax and estate strategists on the team. Business measures and accountability will include client satisfaction, client retention, asset growth, and outcomes aligned to client goals. The Director is expected to have a deep understanding of the industry, competitive, and regulatory landscape and impacts changes in these areas would have on the business as well as how to respond to these changes in both current and future state of the business. Along with direct responsibility of the strategist team, the Director will also be responsible for engaging with third-party providers (e.g. tax planning firms, national law firms) to execute services that Edward Jones does not directly offer. This role will inform and align systems and tools to the HNW business segment strategy. 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 benefits page . Hiring Minimum: $163886 Hiring Maximum: $279048 Read More About Job Overview Skills/Requirements What You'll Need:
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