1650 Net Developer jobs in Wellington,FL

Associates may be eligible for bonuses and profit sharing.

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.

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.

All associates are eligible for the firm's Employee Assistance Program.

Work in the office four days per week.

Bachelor's degree in Business, Finance, Accounting or Law required

CPA or Masters of Taxation required

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.

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

Deep Subject Matter expertise in complex tax planning for High-Net-Worth clients

Ability to understand how changes in tax laws, legislation, and regulatory changes impact High Net Worth tax planning and client facing strategies and recommendations