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Team Leader

2 months 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 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 management.

Key Responsibilities
  • Team Leadership: Lead a team of financial planners and subject matter experts in providing high-net-worth client services.
  • Client Relationships: Develop and maintain strong relationships with clients, including high-net-worth individuals and families.
  • Financial Planning: Provide holistic financial planning services, including investment advice, tax planning, and estate planning.
  • Portfolio Management: Manage and maintain client portfolios, including investment selection and portfolio rebalancing.
  • Team Performance: Develop and implement strategies to improve team performance, including training and coaching.
Requirements
  • Education: Bachelor's degree required; advanced degree preferred.
  • Experience: Minimum 5 years of experience in financial planning and wealth management.
  • Credentials: Series 7, 24, and 66 licenses required; CFP designation preferred.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and ability to work in a fast-paced environment.
About Edward Jones

Edward Jones is a Fortune 500 company that values and respects its associates and their contributions. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. We are committed to providing a work environment that is inclusive, flexible, and supportive of our associates' needs.