About this role
Opportunity Overview
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
The Real Estate Strategist serves as an authority focused on helping high-net-worth and ultra-high-net-worth clients evaluate complex real estate decisions within the context of their broader wealth strategy.
Drawing on extensive real estate and wealth management experience, the Strategist helps clients and advisors understand how real estate holdings, acquisitions, dispositions, financing, income, liquidity, tax considerations, and legacy objectives intersect with the client's overall financial plan. The role directly supports complex client situations by identifying planning implications, evaluating strategic alternatives, coordinating appropriate internal and third-party resources, and serving as a central point of connectivity across the client's advisory team.
Working collaboratively with advisors and the Generations team, the Strategist helps transform significant real estate decisions into broader wealth planning opportunities, including identifying potential liquidity events, investment assets, lending needs, and other opportunities to deepen the client relationship and capture additional wallet share.
Core Responsibilities Include
- Serve as a central resource for complex real estate opportunities and decisions arising within Generations client relationships.
- Evaluate real estate holdings and transactions in the context of the client's broader wealth, liquidity, investment, tax, estate, and legacy objectives.
- Help advisors identify planning implications and opportunities created by acquisitions, dispositions, refinancing, income-producing properties, and changes in real estate ownership.
- Provide expertise across real estate strategies and resources, including commercial real estate brokerage, investment-property transactions, real estate tax considerations, 1031 exchanges, DSTs, UPREIT/721s, qualified opportunity zones, real estate exit planning, and charitable real estate strategies available through the HNW Referral Network and Edward Jones Alternative Investment platform.
- Create an integrated client experience across the financial advisor, Generations team, and external professionals rather than a series of disconnected referrals.
- Develop scalable real estate discovery frameworks, workflows, planning resources, and engagement models.
- Train Generations associates to identify real estate planning opportunities and determine when Strategist involvement is appropriate.
- Use insights from client engagements to identify emerging needs, strengthen referral resources, and expand the firm's real estate wealth planning capabilities.
Position Requirements
What Experience You Need
- 10+ years of directly relevant experience in commercial real estate, real estate investment advisory, private wealth management, private banking, family office, or a similarly sophisticated advisory environment.
- Bachelor's degree required
- Series 7, Series 66, and Insurance licenses required within 6 months of hire
- CFP designation preferred, or willingness to obtain and complete within the firm's policy guidelines
- Deep expertise across commercial and investment real estate, including ownership structures, acquisitions, dispositions, financing, income-producing properties, valuation considerations, and exit strategies.
- Strong working knowledge of tax-efficient real estate strategies, including 1031 exchanges, Delaware Statutory Trusts (DSTs), UPREIT/721 exchanges, Qualified Opportunity Zones, and charitable real estate strategies, with the ability to recognize when specialized tax or legal counsel is required.
- Demonstrated experience coordinating complex client matters across real estate professionals, financial advisors, tax professionals, attorneys, lenders, and other specialists.
- Ability to evaluate real estate within the context of a HNW/UHNW client's broader investment, liquidity, lending, tax, estate, and legacy objectives, translating property-level decisions into comprehensive wealth planning opportunities
- Significant experience advising sophisticated clients and families on high-value, complex decisions, with the executive presence and judgment necessary to serve as a trusted subject-matter authority to both clients and advisors
*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.
Company Description
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.
Awards and 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
EEO Statement
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.
Salary Information
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.