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Team Leader
Edward Jones Investments
St. Louis, MO, United States
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Opportunity Overview
• Lead a team of Advanced designated associates who are supporting complex high net worth client engagements in order to better meet client needs and deepen client relationships.
• Develop and execute team objectives and drive team performance (feedback, training & coaching) in support of department and firm objectives.
• Lead the strategy and guidance for presentations that they or their team may deliver through multiple communication /presentation venues; must be able to explain and coach complex concepts in an understandable and actionable manner to home-office associates, branches and clients to provide customized solutions.
• Communicate and advise financial advisors and clients to gain understanding of client's needs, aide 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
• Is an advanced subject matter expert in their area of emphasis, understands broad market opportunities and translates to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas to meet the most complex needs.
• Act as a resource for firm strategy, knowledge and interpretation of rules, and potential rule changes as it relates to area of expertise and translates to strategic initiatives within various business areas.
• Perform as a subject matter expert on the most advanced topics including tools or client solutions to our branches through the various channels available within the department such as webinars and field based training meetings. This may also include providing expertise for content development and acting as a subject matter expert for formal training programs lead by the training division.
• Represent and/or lead department on division and firm-wide committees and projects
Position Requirements
• Bachelor's degree required, Advanced degree preferred
• State Life and health insurance licenses must be obtained within 6 months of hire
• All securities licenses (Series 7, 24, & 66) must be obtained within 6 months of hire
• Generally 7+ years of experience in respective area or financial services industry
• Previous formal or informal leadership experience
• CFP designation required, CFA, JD, CPA or CLU preferred
• Must have excellent verbal and written communication skills; ability to make complex information easy to understand
• Strong people leadership skills, including demonstrated success thinking strategically, developing others; engaging and inspiring.
Company Description
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.
A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
EEO Statement
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.