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© All Rights Reserved. ApplyBlast.com
Edward Jones
The Team Leader- Private Wealth Tax Strategy role leads a team of tax subject matter experts to support branch teams and complex client engagements, delivering holistic financial, tax, and estate planning services. This position involves developing team objectives, coaching members on tax planning delivery, and ensuring all recommendations align with client goals and regulatory standards. The role also includes managing written supervisory procedures, overseeing risk, and contributing to firm-wide strategic initiatives.
Headquarters
St. Louis, Missouri, United States
Company Size
10001+ employees
Founded
1922
Edward Jones is a 100-year-old (founded 1922) full-service financial services firm headquartered in St. Louis that focuses on serving individual investors rather than institutions. With a network of more than 20,000 financial advisors across the United States and Canada and roughly 49,000 employees, it offers wealth management, retirement and education savings planning, investment services, insurance, fixed income, and legacy and small-business financial planning. As a privately owned, registered broker-dealer and investment adviser, Edward Jones emphasizes personalized, long-term client relationships and community-focused service.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Edward Jones.
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