Team Leader

2 weeks ago


St Louis MO USA, United States Edward Jones Full time
Unlock Your Potential as a Team Leader

At Edward Jones, we're committed to helping our clients achieve their financial goals. As a Team Leader, you'll play a critical role in leading a team of financial planners and subject matter experts to deliver exceptional client experiences.

Key Responsibilities:
  • Develop and execute team objectives, driving performance and results in support of department and firm goals.
  • Communicate and advise financial advisors and clients to understand client needs, document goals, and articulate investment strategies.
  • Act as an advanced subject matter expert in financial planning, leveraging broad market knowledge to identify and develop business-building ideas.
  • Lead department, division, and/or firm-wide committees and projects, influencing without authority with peers and senior leaders.
  • Manage and ensure adherence to department written supervisory procedures (WSPs) and Standard Operating Procedures (SOPs).
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. Join a financial services firm where your contributions are valued, and your career can thrive.


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