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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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .

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:

Lead a team of tax subject matter experts holding advanced designations who are responsible for supporting branch teams and complex client engagements in order to better meet client needs and deepen client relationships through the delivery of the Edward Jones Generations Private Client Services experience. This team serves as a tax planning expert in partnership with the senior planner and financial advisor to uncover, understand, and articulate tax planning needs. They also leverage relationships with, and provide oversight to, external 3rd party service providers, such as tax planning and advice firms, to bring forward tax planning strategies, recommendations, and implementation support. We work in a highly collaborative and fast-paced environment, where we welcome fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape. The team leader is expected to run the day-to-day business, including updating and ensuring alignment to all written supervisory (WSPs), standard operating procedures (SOPs) and oversight of risk associated with working directly with branch teams and clients. The team leader is also expected to hold the team accountable for exceeding business results and will be required to ensure all tax planning recommendations are suitable and align to 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 tax planning delivery including but not limited to their collaboration with Generations colleagues, written tax planning summaries, and client interactions.

+ Act as an advanced subject matter expert in their area of tax 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 a tax 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

+ CPA 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 tax 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 tax 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 (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

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