Team Leader
3 weeks ago
We are seeking a highly skilled and experienced Team Leader to join our Wealth Management Consultation team at Edward Jones. As a Team Leader, you will be responsible for leading a team of financial planners and subject matter experts in providing high-net-worth client services, including holistic financial planning, tax and estate planning, and portfolio management.
Key Responsibilities- Lead a team of financial planners and subject matter experts in providing high-net-worth client services
- Develop and execute team objectives and drive team performance in support of department and firm objectives
- Communicate and advise financial advisors and clients on client needs, investment strategy, and recommendations
- Act as an advanced subject matter expert in financial planning topics and translate to strategic initiatives within various business areas
- Perform as a subject matter expert on advanced topics, including tools and client solutions, and provide expertise for content development and formal training programs
- Manage, create, and ensure adherence to department written supervisory procedures (WSPs) and Standard Operating Procedures (SOPs)
- Bachelor's degree required; Advanced degree preferred
- Active Series 7, 24, & 66 preferred or obtained within 6 months of hire
- CFP designation required
- Ability to travel to target markets up to 20%
- State Life and Health Insurance license preferred or obtained within 6 months of hire
Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 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. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
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Team Leader
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Team Leader
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