Team Leader- Private Wealth Estate Planning

This job posting is anticipated to remain open for 30 days, from 05-Nov-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Team Overview:

The Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience 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 Will Do:

As the leader of the Estate Planning team, you will oversee a group of highly skilled subject matter experts with advanced designations who support branch teams and manage complex client engagements. This team plays a critical role in delivering the Edward Jones Generations Private Wealth experience by enhancing client outcomes and deepening relationships. In partnership with senior planners and financial advisors, the team serves as an estate planning expert to uncover, assess, and articulate estate planning opportunities in line with client needs. Additionally, the leader will manage relationships with integrated third-party law firms, ensuring the delivery of strategies, recommendations, and implementation support. This position requires fostering a collaborative, fast-paced environment that embraces innovation to consistently exceed client expectations. The team leader is responsible for day-to-day operations, including maintaining alignment with written supervisory procedures (WSPs), standard operating procedures (SOPs), and overseeing risk associated with direct client and branch interactions. Furthermore, the leader will hold the team accountable for achieving business objectives and ensuring all estate planning recommendations are suitable and aligned with client goals.

Responsibilities include:

• Develop and execute team objectives and drive team performance (feedback, training & coaching) in support of department and firm objectives.
• Lead the strategy to evolve and set team guidance on presenting complex concepts in an understandable and actionable manner to home-office associates, branch teams and clients to provide customized solutions.
• Coach team members on their estate planning delivery including but not limited to their collaboration with Generations colleagues, written estate planning summaries, and client interactions.
• Act as an advanced subject matter expert in their area of estate planning and translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas.
• Act as a resource for firm strategy, knowledge and interpretation of industry rules and regulations, and potential rule changes as it relates to area of expertise and translates to strategic initiatives within various business areas.
• As an estate subject matter expert, present to branches through the various channels available within the department such as webinars and field-based training meetings. This may also include providing expertise for content development and acting as a subject matter expert for formal training programs led by Enterprise Learning, WMAS Content Creation or other areas.
• Lead department, division, and/or firm-wide committees and projects; demonstrating the ability to influence without authority with peers and senior leaders.
• Manage, create, and ensure adherence to department written supervisory procedures (WSPs) and Standard Operating Procedures (SOPs) for communication with the public, professional designation reviews, and information barriers.
• As a series 24 principle - review and approval client facing materials to ensure it's fair and balanced, accurate, and evaluate financial planning recommendations to ensure alignment to client goals and suitability given client's full financial picture.
• Support the development, maintenance and modification of vision, mission, and long-term strategic plan with the HNW Business Segment team through the management of a strategic planning process, including driving measurement of progress against stated short, medium, and long-term strategies.

Experience You Need:

• Bachelor's degree in Business, Finance, Accounting or Law required
• JD required
• CFP preferred or obtained in accordance with firm policy
• Series 7, 66, and 24 required or must be obtained within 6 months of hire
• Direct client service experience as a member of a HNW client-facing professional team required
• Deep Subject Matter expertise in complex estate planning for HNW clients
• Previous formal leadership experience required
• Strong presentation and communication skills
• Personal initiative and ability to collaborate and build relationships
• Ability to lead small groups and present findings in a clear and concise manner
• Ability to lead a client meeting with multiple professionals
• Ability to understand and interpret how changes in tax laws, legislation, and regulatory changes impact HNW estate planning and client
• facing strategies and recommendations

What Could Set You Apart:

• Advanced degree preferred
• Active FINRA licenses
• Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

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: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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.

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.