Team Leader

1 week ago


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

We are seeking a highly skilled and experienced Team Leader to join our High Net Worth 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-quality financial planning services to our clients.

Key Responsibilities
  • Develop and execute team objectives and drive team performance in support of department and firm objectives.
  • Communicate and advise financial advisors and clients to gain understanding of client needs, aid in documenting client goals, articulate investment strategy and recommendations, identify expertise needed to help the client achieve their goal, and help build relationships with clients and financial advisors.
  • Act as an advanced subject matter expert in financial planning topics, broad market opportunities, and translate to strategic initiatives within various business areas to identify, create, and develop client-focused business building ideas.
  • Perform as a subject matter expert on advanced topics, including tools or client solutions, to our branches through various channels, such as webinars and field-based training meetings.
  • Lead department, division, and/or firm-wide committees and projects, demonstrating the ability to influence without authority with peers and senior leaders.
  • Manage, create, and ensure adherence to department written supervisory procedures (WSPs) and Standard Operating Procedures (SOPs) for communication with the public, professional designation reviews, and information barriers.
Requirements
  • Bachelor's degree required; advanced degree preferred.
  • Active Series 7, 24, & 66 required.
  • CFP designation required.
  • Ability to travel to target markets up to 30%.
  • State Life and Health Insurance licensed required.
About Us

At Edward Jones, we value and respect our associates and their contributions. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. Visit our career site to learn more about our total compensation approach, which includes benefits, bonuses, and profit sharing.

The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum: $136,571

Hiring Maximum: $232,541


  • Team Leader

    1 week ago


    Tempe, Arizona, United States Edward Jones Full time

    {"Job Overview": "Job OverviewEdward Jones is seeking a highly skilled and experienced Team Leader to join our Field Supervision Department. As a Team Leader, you will be responsible for overseeing the performance of a Field Supervision primary team, setting clear expectations, and managing the day-to-day workflow of the team.", "Responsibilities":...


  • Tempe, Arizona, United States Overhead Door Full time

    Position OverviewAs an Installation Team Leader, you will oversee a dedicated group of professionals within our organization, which boasts a workforce of over 4,000 employees and operates 16 manufacturing facilities alongside 78 regional sales, service, and installation centers.Key ResponsibilitiesManage and coordinate installation projects for a variety of...

  • Team Leader

    1 week ago


    Tempe, Arizona, United States Edward Jones Full time

    Unlock Your Potential as a Team Leader at Edward JonesAre you a strategic thinker and strong collaborator with a passion for financial planning and wealth management? Do you have a deep understanding of the Financial Advisor role and a desire to serve clients at the highest level? If so, we invite you to join our High Net Worth team at Edward Jones as a Team...

  • Team Leader

    2 weeks ago


    Tempe, Arizona, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and experienced Team Leader to join our Wealth Management 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...


  • Tempe, Arizona, United States LPL Financial Holdings, Inc. Full time

    Are you a strategic leader with a drive for excellence? Do you have a knack for motivating teams and fostering an environment of success? If you enjoy analyzing performance metrics, identifying areas for enhancement, and leading initiatives that promote operational efficiency, this opportunity may be ideal for you. About LPL Financial: LPL Financial...

  • Team Leader

    2 weeks ago


    Tempe, Arizona, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and experienced Team Leader to join our Financial Services team at Edward Jones. As a Team Leader, you will be responsible for overseeing the performance of a team of Financial Supervision Directors, ensuring that reasonable supervision is being conducted, and managing the day-to-day workflow of the team.Key...


  • Tempe, Arizona, United States King's Fish House - Tempe Full time

    Position OverviewAt King's Fish House, we are in search of dedicated Front of House Team Leaders to enhance our dynamic team. In this pivotal role, you will be instrumental in delivering outstanding customer experiences while thriving in a lively and engaging atmosphere.Key Responsibilities:Deliver warm and informed guest interactionsFacilitate order...

  • Team Leader

    2 weeks ago


    Tempe, Arizona, United States Panera Bread Full time

    About the RoleWe are seeking a highly motivated and experienced Team Manager to join our Panera Bread team. As a Team Manager, you will play a key role in ensuring the success of our bakery-cafe by developing our people, managing team performance, and building a positive and inclusive team culture.Key ResponsibilitiesLead and Manage Your TeamDevelop and...


  • Tempe, Arizona, United States Massage Envy Full time

    Position Overview:Empower Your Career in WellnessAre you a passionate leader who thrives on motivating others to achieve their best? At Massage Envy, we provide you with the tools and support to excel while guiding a dedicated team of professionals committed to delivering exceptional service that enhances the well-being of our clients.Compensation &...


  • Tempe, Arizona, United States Education at Work Full time

    About Education At WorkEducation At Work is dedicated to empowering students from underserved backgrounds by providing them with high-quality job opportunities post-graduation through innovative work-based learning programs. Our mission is to equip students with the essential skills and experiences that are highly valued in today’s job market by offering...


  • Tempe, Arizona, United States Education at Work Full time

    About Education At WorkEducation At Work empowers students from underrepresented backgrounds to secure rewarding employment opportunities through evidence-based, work-based learning initiatives. Our MissionWe strive to equip students with the essential skills and experiences that are highly valued in the job market by providing meaningful work experiences.If...


  • Tempe, Arizona, United States Charles Schwab Full time

    Position Type: Regular Your opportunity at Charles Schwab involves leading a dynamic team within Personal Choice Investment Services (PCIS), which specializes in managing brokerage-related products and services tailored for retirement plans. As PCIS continues to expand, we are committed to delivering an exceptional platform that meets the diverse needs of...


  • Tempe, Arizona, United States Arizona State University Full time

    Position OverviewThis opportunity is exclusively available to current employees of the Arizona Board of Regents.The Enterprise Technology (ET) Experience Center is in search of a Customer Service Supervisor. This role entails managing a team of staff and student workers, providing individualized coaching, and assisting in the oversight of daily operations,...


  • Tempe, Arizona, United States ACHIEVE Full time

    Company Overview Achieve is a premier digital personal finance organization dedicated to transforming the financial lives of individuals. We empower people to transition from financial struggle to stability by offering innovative and customized financial solutions. Utilizing proprietary data and analytics, our offerings are designed to support every phase of...


  • Tempe, Arizona, United States Charles Schwab Full time

    Position Type: RegularYour opportunity at Charles Schwab involves leading a dynamic team within Personal Choice Investment Services (PCIS), which specializes in managing brokerage-related products and services for retirement plans.As PCIS continues to expand, we are committed to providing an exceptional platform that meets the retirement plan needs of Plan...


  • Tempe, Arizona, United States Arizona State University Full time

    Job OverviewThis position is exclusively available to current employees of the Arizona Board of Regents.The Enterprise Technology (ET) Experience Center is in search of a Customer Service Supervisor. This role entails overseeing a team comprised of both Staff and Student Workers, providing individualized coaching, and assisting in the management of daily...


  • Tempe, Arizona, United States ABM Full time

    Lead Cleaner for Post-Event OperationsThe Lead Cleaner for Post-Event Operations plays a crucial role in ensuring cleanliness and orderliness within entertainment facilities following events. This position involves guiding and motivating a dedicated team of cleaning staff to maintain high standards of hygiene and presentation.Key Responsibilities:Leadership:...


  • Tempe, Arizona, United States Firefighters First Credit Union Full time

    Job OverviewFor over 88 years, we have dedicated ourselves to fostering trustworthy relationships within our fire community. The connections we cultivate form the cornerstone of our credit union. As the largest, exclusive firefighter credit union in the nation, with over $2.0B in assets, we proudly serve more than 64,000 members across numerous fire...


  • Tempe, Arizona, United States MUFG Full time

    {"title": "Business Management Leader", "content": "Business Management LeaderAt Mitsubishi UFJ Financial Group (MUFG), we're seeking a Business Management Leader to join our team. As a key member of our organization, you will be responsible for leading the reporting, analysis, and review of budgeted headcount, including requisition management for one or...


  • Tempe, Arizona, United States Rent-A-Center Full time

    Become a Key Player in Our OrganizationWe are seeking skilled professionals to join our workforce at Rent-A-Center. As a Retail Operations Leader, you will be instrumental in enhancing the capabilities of your team and driving store profitability. This role necessitates a minimum of 5 years in retail management, along with a high school diploma or GED, and a...