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Sr. Analyst - Estate/Legacy

Company: EDWARD JONES
Location: Saint Charles
Posted on: June 23, 2022

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.The Client Needs Research Team is seeking a talented and experienced Senior Analyst, Estate/Legacy to expand our estate and legacy discipline by conduct rigorous and thorough technical and qualitative analysis focused in the area of estate and legacy planning strategies. The role will include creating and representing the firm's advice & guidance focused on estate, legacy, and multi-generational planning to a variety of stakeholders within the firm and externally to help our clients reach their financial goals.

The Client Needs Research team is responsible for developing and communicating the firm's advice and guidance regarding financial planning strategies and execution as part of the firm's Client Strategies Group Division. This division also helps to ensure that our branch teams and clients have access to high-quality services, products, and experiences that are aligned with the firm's advice and guidance. In addition, the group drives innovation that will enhance our client experience, products, services, processes, and systems to meet our current and future client needs. These areas play a pivotal role in supporting the firm's goals of deeply serving clients, and associates serve as the firm's subject matter experts for their respective areas.

Responsibility Summary:

  • Conduct fundamental research and analysis in the estate and legacy practice area to help develop advice and guidance on estate, legacy, charitable, wealth transfer and multi-generational planning strategies.
  • Develop data sources and research processes as needed to support the growth of the estate and legacy discipline.
  • Act as subject matter expert, and support strategists, to develop and communicate advice and guidance in the estate and legacy area of financial planning, as well as identify risks and opportunities related to estate and legacy strategies based on items such as changes in client demographics, legislation, economic environment, etc. In addition, should be able to provide insight on overarching financial planning concepts.
  • Monitor legislative activity for potential changes that impact estate and legacy planning.
  • Demonstrate thought-leadership on estate, legacy and financial planning strategies and share knowledge with other analysts, engage in and/or lead department-wide initiatives
  • Effectively communicate complex planning topics in advice and guidance in written materials and verbally in support of Strategists, both internally and externally.
  • Help define and effectively communicate estate and financial planning ideas and industry knowledge to FAs, clients and the public if needed.
  • Provide service to branches by responding to service requests, phone calls, and other inquiries.Position Requirements
    • Finance, Accounting, or Economics Bachelor's degree preferred
    • JD, CPA, MS in taxation or LLM preferred
    • CFP designation or actively pursuing consistent with department policy
    • Series 7/66 within six months of hire, consistent with department policy
    • 7+ years' experience in estate and wealth planning experience
      Functional Knowledge
      • Demonstrated success in preparing technical/complex advisor and client communications.
      • Expert knowledge in estate, charitable, wealth transfer and legacy planning.
      • Prior experience preparing, developing, and interpreting estate and financial plans.
      • Capable of determining the appropriateness of strategies by making use of sources such as the tax code, case studies, government reports, trade journals, technical periodicals, and firm data.
      • Established knowledge of all phases of financial planning process.
      • Ability to build financial models that examine scenarios and project outcomes.
      • Strong understanding (or expectation of developing a strong understanding) of the Edward Jones investment philosophy and business model.
        • 2021 FORTUNE 100 Best Companies to Work For - By Great Place to Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
          • From FORTUNE -2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
          • 2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
            • From The Human Rights Campaign. All Rights Reserved
            • 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
            • J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
              • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.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.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
                Salary: $128299 - $218456
                Category: Headquarters

Keywords: EDWARD JONES, Elgin , Sr. Analyst - Estate/Legacy, Professions , Saint Charles, Illinois

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