- Edward Jones (St. Louis, MO)
- …products and services, and ongoing reporting and support. **What you'll do:** The Senior Estate Planning Strategist leverages the extensive resources of ... in the following ways: + They serve as the Estate Planning expert in partnership with the Senior...Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist , etc.) to ensure proper alignment and continued evolution… more
- Edward Jones (St. Louis, MO)
- …to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding ... projects; demonstrating the ability to influence without authority with peers and senior leaders. + Manage, create, and ensure adherence to department written… more
- Edward Jones (St. Louis, MO)
- …Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you! Wealth Management Consultation ... financial strategies to help clients reach their goals. **What you Will Do:** Senior Wealth Strategists leverage the extensive resources of our home office to… more
- Edward Jones (St. Louis, MO)
- …the Senior Planner and subject matter experts on the HNW team (ie, estate , tax, business owners, home office portfolio strategist . etc.) to create a ... and deliver on established growth metrics. Internally this role is titled Senior Wealth Strategist ** At Edward Jones, we value and respect our associates and… more