Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.
Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it’s like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together – as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
Team Overview:
Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth tax planning? If you answered yes to these questions, This could be the right opportunity for you! The Edward Jones Generations® team provides an end-to-end, 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. Senior Estate Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW with complex needs.
Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth tax planning? If you answered yes to these questions, This could be the right opportunity for you! The Edward Jones Generations® team provides an end-to-end, 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. Senior Estate Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW with complex needs.
What You Will Do:
- Associate Tax Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW clients with complex needs in the following ways:
- Serve as a tax planning expert in partnership with the Senior Tax Strategists to uncover, understand, and articulate tax planning needs.
- Partner with various internal stakeholders and service providers, such as the Edward Jones Trust Company, to bring forward holistic strategies and solutions to meet client goals
- Leverage the firm’s full suite of financial planning tools to help clients define their financial goals, and identify tax planning opportunities.
- Ability to review HNW client tax returns and identify opportunities to implement strategies that better align to client goals related to tax planning.
- Expected to translate complex planning strategies in a way that clients can understand (both verbal and written) including education and trade-offs for each proposed strategy.
Additional Responsibilities include:
- Support Senior Tax Strategists and partner with home office and third-party experts to support financial advisors and deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our HNW client’s wealth management and tax planning needs.
- Serve as a tax planning subject matter expert. Need to demonstrate ability to understand how upcoming changes in legislation and regulatory environment may impact HNW tax planning and proposed client strategies. Support the implementation of tax planning strategies and recommendations.
- Communicate at an appropriate technical level with financial advisors, HNW team, and clients to gain understanding of client’s needs, aid in documenting client goals, articulate tax planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and build relationships with clients and financial advisors.
- Facilitate the timely creation of tax planning deliverables including tax return reviews and scenario modeling.
- Actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our HNW strategy and team, in collaboration with internal/external stakeholders, that enable the firm’s evolution to deliver ongoing financial planning and asset management services.
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: $120000
Hiring Maximum: $204300
Skills/Requirements
What Experience You Need:
- Bachelor’s degree in Business, Finance, Accounting or Law required
- CPA or Masters of Taxation required
- Series 7 and 66 required within 6 months of hire
- Insurance license required 6 months of hire
- CFP® preferred or obtained in accordance with firm policy
- 5+ years of experience in the financial services industry preferred
- Direct client service experience as a member of a HNW client-facing professional team required
- Understanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings
- Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client
- Proficiency using financial planning software or tools and interpreting results
- Deep understanding of financial planning concepts and application
- Deep expertise in complex estate planning strategies including but not limited to Spousal Lifetime Access Trusts, sales to Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Generational Skipping Tax Transfer (GSTT), generational gift planning, Qualified Personal Residence Trusts, etc. Should be able to understand and explain these strategies as well as identify when a strategy is appropriate to discuss with a client and ensures alignment to their financial plan and goals. Should also be familiar with implementation of these strategies for High Net Worth clients
- Ability to review client tax returns, gift/estate tax returns, personal financial statement, and other legal documents i.e. shareholder agreements, business agreements, executive compensation plans, partnership agreements, etc. and identify tax planning opportunities.
- Need to demonstrate ability to understand and interpret how upcoming changes in legislation and regulatory environment may impact HNW tax/legacy planning and proposed client strategies. Support the implementation of estate planning strategies and recommendations
What Could Set You Apart:
- Deep Subject Matter expertise in complex tax planning for High-Net-Worth clients
- 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 how changes in tax laws, legislation, and regulatory changes impact High Net Worth tax planning and client facing strategies and recommendations
*Candidates that live within a commutable distance from our Tempe, AZ, St. Louis, MO home office locations, and/or that work within a Talent Capability and Generations Hub are expected to work in the office four days per week.
Any changes in strategic direction will be determined by the General Partner responsible for the business segment.
Awards & Accolades
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
About Us
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.
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.
It’s like professional
development in the
world’s largest sandbox.
Training, continuing education and mentoring – that’s only the beginning. Our headquarter campuses offer thousands of roles – and as many opportunities – for you to try new skills, get involved on different projects and step up as a leader. You’re in charge of your professional development. We just provide the opportunities.
Extra compensation
when you need it most –
with no ceiling on how
much you can earn.
And we really mean it. There is no ceiling on how much you can earn as we have a work hard and be rewarded philosophy. We also understand that new financial advisors might be more worried about the floor. So we provide a guaranteed salary for your first four years. Did we mention bonuses, commissions, profit sharing and travel awards?
“As hard as I want to work determines how successful my business can be.”
– Mark Audet, CFP Financial Advisor – St. Louis
Come as you are. We will teach you everything you need to know.
Our Branch Office Administrators come from many different career backgrounds. Sales. Marketing. Customer service. Even finance. But they have one thing in common: a desire for a rewarding career that empowers them to make a difference in people’s lives. Your training begins with six months of dedicated onboarding – and is built out with mentoring, learning plans tailored to your needs, and 6,000-plus at the Headquarters making sure you have everything you need to succeed.
Associate Testimonial
We’re a Fortune 500 company but the associates experience is that of a family owned business – caring and always focusing on people first.
Magdalena Rybka
HR Business Partner, Mississauga, Ontario
The magnitude and depth of support for financial advisors often goes unnoticed because you only experience it when you visit our home office locations.
Edouard Saidah
Financial Advisor, Vaudreuil-Dorion, QC
This is a firm that wants you to be successful and will support you in attaining that success. The rest is up to you!
Joshua Bowden
Financial Advisor, Sault Ste. Marie, ON
In 2004, I was a single parent supporting three young girls. I worked for a not-for-profit organization, and my income was not enough to support a family…Initially, I joined the firm to increase my income, or at least have some control over it. Although I worked very hard to build my business, I had the freedom to control my schedule and my income.
Paige Barnes
Financial Advisor, Saskatoon, SK
I am a valued member of our team, as the Financial Advisor and I work together to help our clients achieve their goals.
Leslie Merkley
Senior Branch Office Administrator – Kitchener, Ontario
Working at Edward Jones is extremely rewarding. I love the fact that at Edward Jones, the client always comes first.
Minnat Ahmed
Senior Branch Office Administrator – Toronto, Ontario
It is so rewarding to know that we help our clients everyday achieve their goals by understanding what is important to them and WHY it is important.
Tristen Chew
Branch Office Administrator – Etobicoke, Ontario
The support we receive at Edward Jones is second to none. From Home office, the Regional Leader, other offices and to the other BOA’s, there is always someone to guide you, help you, encourage and listen to you.
Lesley Merkley
Senior Branch Office Administrator – Kitchener, Ontario
Here at Edward Jones, we have an outstanding benefits package, I have had opportunities for branch and firm bonuses, and fun challenge awards we can earn each trimester. I love knowing there are opportunities for growth for me with this firm.
Mandy Chong
Senior Branch Office Administrator – Mississauga, Ontario
Bring your skills and
experience here.
We’ll find a place to put
them to work.
HR? Marketing? Operations? You’ve got the skills. We’ve got the team. We are a large firm with many areas of expertise but each division is small enough for you to make an impact. And you can test the waters in other areas. We encourage it. Learning new skills and gaining leadership experience along the way.
// HQ Generic Category //
Associate Testimonial
I feel privileged to be a part of a firm that sets a high ethical standard for our industry, by staying true to its core values rooted in client centricity.
Koichi Miyamoto
Team Leader, Performance & In-Field Support | Mississauga, Ontario
I came for my first full time job as a stepping stone on my way back to school. I stayed for the people, the fulfilling career, and the opportunity to help people fulfill their goals too.
Megan Brady
Operations – Support & Control | Team Leader – Mississauga, Ontario
Edward Jones has consistently given me the opportunity to improve my skillset through on the job training and by encouraging an effort at continuing education. As my first job out of university Edward Jones has played an enormous role in my growth from an operations associate to a Sr. Project Coordinator
Corrie Divitt
Sr. Project Coordinator, Solutions-Tools Canada | Client Solutions Group – Mississauga, ON, Canada
Throughout my career Edward Jones has consistently given me the opportunity to develop my abilities and increase my contribution. It’s a place to learn and grow as a person and as a professional. A key part of the culture that I value is to coach and mentor others so that we all get better together.
Justine Reed
Principal, Canada Solutions
When it comes to your
compensation,
we want to be clear.
#1 Your performance drives your compensation – and we won’t limit it with earning caps. Not now, not ever.
#2 Our compensation is competitive and multi-faceted. Commissions and trimester bonuses – based on individual branch and firm profitability – make up the bulk of your variable income. But your total payout may include travel awards and profit sharing. And the opportunity to be rewarded for transitioning client relationships to financial advisors looking to grow.
#3 Our compensation is simple and transparent. We make it easy to understand how you are rewarded and strive to minimize grid changes. You know exactly what to expect and how to impact your results.
Our partnership structure frees you to focus on your clients.
Being a partnership makes us distinctly different from our competitors. More than a structure, it’s a mindset. And it permeates every aspect of our business. From how we work with each other – think collaboration not competition – to our long-term investment philosophy. It’s most at work in our shared focus on doing what’s right for the client. And it’s easy for us to do. Because we have no competing interests. No shareholders clamoring for short-term profits. We can take the long view, because we only answer to our clients. And to ourselves. Our financial advisors find this single-minded focus freeing. A clear mandate for success. And a clear path to get there.
Transitioning your
practice is a difficult
decision.
We’re here to help.
Moving your practice to another firm may be the most stressful decision of your professional life. We understand. And our transition team is here to help. From early days when you are just beginning to consider the opportunity. To that glorious first day of opening your practice. And our support is not one-size-fits-all. We will tailor your transition to you and your practice – with you leading the way. Ensuring a smooth transition for you and your clients. And a solid path forward for next-level growth.
Investing in You
As a valued branch-team member, you will share in the success of your branch – and the firm. Our market competitive compensation program recognizes your individual contributions, promotes a long-term career, contributes to your financial security and promotes the well-being of you and your family.
Associate Testimonial
I was a high school teacher. When I decided I wanted to make a career change at 36, I looked at all of the skills I brought to the table – planning, problem solving and, most importantly, building relationships. Financial advisor was one of the future in-demand professions, and when I looked at what it took to be a good advisor, it matched my list of strengths.
Andrea Andersen
Financial advisor, Calgary, Alberta
Upcoming Events
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St. Louis, Tempe or Even Your Home.
Office assortment.
Opportunities are available in our two full-service U.S. headquarters facilities in St. Louis and Tempe, AZ, and some opportunities are available from your own home.
Headquarters Events
Occasionally we have recruiting events providing unique opportunities to network with hiring leaders and recruiters. Currently there are no events scheduled – please check back soon.
Connect with us at a virtual or in-person event
Learn how Edward Jones is built differently – and how our unique business model puts you in charge of unleashing your potential. Virtually or in-person, we’ve created several opportunities for you to network and learn more from current Edward Jones financial advisors.
Webinars
Register for one of our “Meet the Edward Jones of Now” webinars. These confidential, 30-minute programs provides insight into our compensation structure, our business model, our training and support, and our client-centric solutions. Ask questions and get answers from Edward Jones financial advisors working in the field today.
Explore Our Webinars
Learn more at a virtual or in-person event
Learn how Edward Jones is built differently – and how our unique business model puts you in charge of unleashing your potential. Virtually or in-person, we’ve created several opportunities for you to network and learn more from current Edward Jones financial advisors.
Webinars
Register for our “Investing In You: The Edward Jones Financial Advisor Opportunity” webinar. This confidential, 30-minute program provides an inside look at what financial advisors do, the ongoing support you’ll be provided, and how your valuable skills can transfer to a career as a financial advisor.
Awards & Recognition
Don’t just listen to us, others are noticing as well.
No.1 in JD Power 2026 Investor Satisfaction Survey
Edward Jones has been ranked No. 1 among 16 advice-based firms in the JD Power 2026 Investor Satisfaction Study. This recognition reflects something deeply meaningful to us: our clients feel the impact of the guidance, care and support our teams provide every day.
Best Employer, 2024
Edward Jones has been named one of Canada’s 2024 Best Employers by Mercer.
This certification recognizes employer excellence by evaluating employee opinions in key areas such as Employee Engagement, Agility, Engaging Leadership, and Talent Focus.
2025 World's Most Admired Companies™
2025 Fortune World’s Most Admired Companies list, published January 2025, in partnership with Korn Ferry, data as of November 2024. Compensation provided for using, not obtaining, the rating. From Fortune, © 2025 Fortune Media IP Limited. All rights reserved. Used under license.
Other Job Opportunities
*In North America, Edward Jones has over: 800 Financial Advisors in Canada and 16,000 Financial Advisors in the United States.
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