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High Net Worth Financial Advisor

1 week ago

Tempe, Arizona, United States Edward Jones Full time

We're looking for a seasoned Team Leader to join our High Net Worth Financial Planning team

As a Team Leader, you'll be responsible for leading a talented team of financial planners and subject matter experts to deliver exceptional client experiences and achieve business results. You'll develop and execute team objectives, drive team performance, and communicate with financial advisors and clients to understand their needs.

You'll be working on:

  • Leading a high-performing team to deliver high-net-worth client experiences.
  • Developing and executing team objectives and driving team performance.
  • Communicating and advising financial advisors and clients.

To succeed in this role, you'll need:

  • A Bachelor's degree (Advanced degree preferred).
  • Active Series 7, 24, & 66 (or obtain within 6 months of hire).
  • CFP designation.