Current jobs related to Lead Investment Consultant - Tempe, Arizona - Edward Jones

  • Customer Experience Lead Consultant

    1 week ago

    Tempe, Arizona, United States CarMax Full time

    At CarMax, we are revolutionizing the way people buy and sell cars. As a Customer Experience Lead Consultant, you will be a vital part of our team, ensuring that every customer has an iconic experience from start to finish. With your exceptional sales and customer service skills, you will connect with inbound customers online and over the phone to understand...

  • Mortgage Specialist Lead

    2 weeks ago

    Tempe, Arizona, United States Wells Fargo Full time

    Job SummaryAs a Mortgage Specialist Lead at Wells Fargo, you will be responsible for assessing customer needs through financial consultation and offering products and services to prospective customers. You will contribute to the resolution of client issues and work closely with the team to achieve sales goals.Key ResponsibilitiesAssess customer needs and...

  • Senior Team Leader

    2 weeks ago

    Tempe, Arizona, United States Edward Jones Full time

    Job OverviewWe are seeking a dynamic individual to assist in continuing the build out of a new department within our operations Division supporting alternative investments.This role is for an individual who is comfortable representing Operations while partnering with stakeholders within other departments, divisions, and client segments.Key...

  • Investment Compliance Risk Oversight Specialist

    2 weeks ago

    Tempe, Arizona, United States U.S. Bank Full time

    We are seeking a highly skilled Investment Compliance Specialist to join our team at U.S. Bank. This role will provide investment compliance risk oversight and credible challenge from the second line of defense.The successful candidate will support the Wealth, Corporate, Commercial and Institutional Banking program to ensure activities relating to investment...

  • Atlassian Consultant

    3 weeks ago

    Tempe, Arizona, United States Isostech Full time

    Job Title: Atlassian ConsultantIsos Federal is seeking a highly skilled Atlassian Consultant to join our team. As a key member of our consulting team, you will be responsible for providing expert-level guidance and support to our federal clients in the implementation and optimization of Atlassian tools.Key Responsibilities:Analyze and interpret business...

  • Mortgage Specialist

    2 weeks ago

    Tempe, Arizona, United States Wells Fargo Full time

    Job SummaryAs a Mortgage Specialist at Wells Fargo, you will play a key role in assessing customer needs through financial consultation and offering products and services to prospective customers. This involves working with pre-established leads or sourcing new leads to contribute to the resolution of client issues and drive sales growth in the Mortgage,...

  • Agile Consultant Opportunities at Isostech

    2 weeks ago

    Tempe, Arizona, United States Isostech Full time

    At Isostech, we're always looking for talented professionals to join our Agile team. As a trusted partner for organizations seeking to advance their agile journey, we offer professional services that cater to clients' unique needs. Our team of experts brings proven technology expertise and a focus on building self-reliance to help clients achieve their...

  • Financial Service Consultant II

    4 weeks ago

    Tempe, Arizona, United States FIREFIGHTERS FIRST FEDERAL CREDIT UNION Full time

    {"h1": "Empower Firefighters and Their Families to Achieve Financial Dreams", "p": "At Firefighters First Federal Credit Union, we are dedicated to serving those who serve our communities. As a Financial Service Consultant II (Personal Banker), you will have the opportunity to establish new member relationships and provide a full-service experience to our...

  • Solar Energy Consultant

    1 month ago

    Tempe, Arizona, United States United Solar Full time

    Job OpportunityUnited Solar, a leading solar sales company, is seeking a skilled and motivated Door-to-Door Solar Consultant to promote and sell our innovative solar energy solutions.Key ResponsibilitiesIdentify new sales leads and potential customers through door-to-door prospecting and develop a pipeline of prospective customers.Introduce and promote our...

  • Solar Energy Consultant

    1 month ago

    Tempe, Arizona, United States United Solar Full time

    Job OpportunityUnited Solar, a leading solar sales company, is seeking a skilled and motivated Door-to-Door Solar Consultant to promote and sell our innovative solar energy solutions.Key ResponsibilitiesIdentify new sales leads and potential customers through door-to-door prospecting and develop a pipeline of prospective customers.Introduce and promote our...

  • Library Consultant

    2 months ago

    Tempe, Arizona, United States Clarivate Analytics US LLC Full time

    {"About the Role": "As a Library Consultant at Clarivate Analytics US LLC, you will play a key role in driving business growth and customer success by serving as a trusted advisor to libraries. Your primary responsibilities will include leading customer engagements, analyzing customer health and related data, and collaborating with Sales and internal...

  • Security Consultant

    3 weeks ago

    Tempe, Arizona, United States Experis Full time

    Job Title: Security Professional/Qualified Security AssessorExperis is seeking a highly skilled Security Professional/Qualified Security Assessor to join our team. As a key member of our security team, you will be responsible for performing assessments of clients' compliance with the Payment Card Industry Data Security Standard (PCI DSS) and providing expert...

  • Sales Lead Generator

    3 weeks ago

    Tempe, Arizona, United States Collins Comfort Masters Full time

    {"title": "Sales Lead Generator", "description": "OverviewCollins Comfort Masters is seeking a dynamic Sales Lead Generator to join our team. As a Sales Lead Generator, you will be responsible for engaging with customers, generating interest in our products and services, and scheduling appointments for our Sales Consultants to visit customers'...

  • Lead Engineering Technician

    3 weeks ago

    Tempe, Arizona, United States Pyramid Consulting Full time

    Job Title: Lead Engineering TechnicianPyramid Consulting, Inc. is seeking a highly skilled Lead Engineering Technician to join our team. This is a contract opportunity with a potential for long-term engagement.Job Summary:We are looking for a talented individual to lead our Cabin Pressure/Valve Test Technician team. The successful candidate will be...

  • Customer Experience Consultant

    3 weeks ago

    Tempe, Arizona, United States CarMax Full time

    Unlock Your Potential as a Customer Experience Consultant at CarMaxAt CarMax, we're revolutionizing the way cars are bought and sold. As a Customer Experience Consultant, you'll be the vital link between our customers' at-home and in-store experiences, providing a simple and seamless process. You'll respond to sales leads and customer inquiries, ensuring...

  • Customer Experience Consultant

    2 months ago

    Tempe, Arizona, United States CarMax Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Experience Consultant. In this role, you will be responsible for providing an exceptional customer experience by guiding customers through the car buying process, from online sales to in-store purchasing.Key ResponsibilitiesConnect with customers to...

  • Atlassian Consultant

    2 weeks ago

    Tempe, Arizona, United States Isostech Full time

    Isostech seeks a highly skilled Atlassian Consultant to join our team. As a key member of our federal services team, you will be responsible for delivering exceptional client experiences and driving business growth through strategic IT solutions.Key Responsibilities:Analyze and interpret complex business requirements to provide tailored solutions for federal...

  • Customer Experience Consultant

    2 months ago

    Tempe, Arizona, United States CarMax Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Experience Consultant. In this role, you will be responsible for providing an exceptional customer experience by guiding customers through the car buying process, from online sales to in-store purchasing.Key ResponsibilitiesConnect with customers to...

  • Senior Manager, Procurement Lead

    3 weeks ago

    Tempe, Arizona, United States Amazon Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Manager, Procurement to join our Global Procurement Organization at Amazon. As a key member of our team, you will be responsible for developing and leading a global team of Regional Spend Champions, prioritizing projects, and defining criteria for total cost of ownership and return on...

  • Sales Lead Generator

    3 weeks ago

    Tempe, Arizona, United States Collins Comfort Masters Full time

    {"title": "Sales Lead Generator", "description": "OverviewCollins Comfort Masters is seeking a dynamic Sales Lead Generator to join our team. As a Sales Lead Generator, you will be responsible for engaging with customers, scheduling appointments, and providing exceptional customer service.ResponsibilitiesGreet customers and encourage them to learn about our...

Lead Investment Consultant

2 months ago

Tempe, Arizona, United States Edward Jones Full time
About the Role

As a Team Leader in our Investment Consultation team, you will be responsible for leading a team of investment consultants who provide tailored investment advice and strategies to our high-net-worth clients. Your team will work closely with financial advisors and clients to deliver personalized, tax-efficient, and robust portfolio construction and portfolio transition advice.

Key Responsibilities
  • Lead a team of investment consultants who provide independent and consistent support across the client journey, including the creation of tailored investment advice and strategies, portfolio analysis and construction, and implementation.
  • Support financial advisors and clients with highly complex investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice.
  • Provide tailored, dedicated, and ongoing expert-level consultations that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences.
  • Engage with branch teams and field leaders to provide in-depth consultation on their wealth and investment management processes.
  • Lead or contribute to strategic initiatives within the WMC department and across the WMAS division, in collaboration with key internal and external stakeholder groups, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services.
  • Work in partnership with WMC internal stakeholder groups to ensure proper alignment and continued evolution in concert with business segment and APPS strategies.
  • Manage significant branch team and client interactions, directing resources to achieve the right results.
  • Achieve results through others, by setting clear goals, objectives, and measures and driving accountability to those results.
  • Possess and maintain a deep understanding of industry trends, competitors, and regulatory changes and assess how these themes impact our product offerings, the implementation of firm advice and guidance, and the team's ability to deliver the personalization sought by current and prospective clients.
Requirements
  • Bachelor's Degree
  • Minimum of 11-14 years' experience
  • Charted Financial Analyst (CFA) designation required
  • FINRA Series 7 & 66 required
  • FINRA Series 24 required within 6 months of hire
  • 10+ years of Financial Services experience required
  • Ability to travel up to 20%
  • People leadership experience, strategic planning, and business plan execution experience
  • Strategic planning and execution to drive the continued evolution of a functional capability
  • Advanced technical aptitude, analytical, and critical skills
  • Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts
  • Advanced skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management
  • Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment terms/concepts to branch teams and directly to clients