Generations Investment Consulting Team Lead

Edward Jones; St. Louis (MO); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401k plan

Paid holidays

Vacation + sick time

Job summary

Edward Jones is seeking a Generations Team Leader to guide a group of portfolio consultants serving high-net-worth clients with advanced investment strategies and personalized portfolio solutions.

The role requires a Bachelor's degree, IF possible CFP/CFA, Series 7/66/24 within 6 months, and 11+ years in the industry. Travel up to 20% and collaboration with financial advisors are essential to meet client goals.

Qualifications

• Bachelor's degree required.
• CFP or CFA designation highly preferred; must hold designation or begin certification process upon hire.
• Active Series 7, 66, and 24 required or obtained within 6 months of hire.
• 11+ years' industry experience.
• Ability to travel to target markets up to 20%.
• Experience working with high-net-worth clients and financial advisors.

Responsibilities

• Lead a team of portfolio consultants serving high-net-worth clients with tailored investment advice and portfolio solutions.
• Ensure compliance with written supervisory procedures (WSPs) and SOPs while aligning with client goals.
• Develop and execute team objectives; provide coaching and performance feedback.
• Collaborate with financial advisors and clients to document goals and articulate investment strategies.
• Translate complex portfolio management concepts into actionable client-focused initiatives.
• Represent the team in firm-wide projects and initiatives to drive business results.

Skills

Client relationship management

Portfolio strategy

Leadership

Investment expertise

Travel readiness

Education

Bachelor's degree

Job description

Edward Jones is seeking a Generations Team Leader to guide a group of portfolio consultants serving high-net-worth clients with advanced investment strategies and personalized portfolio solutions.

The role requires a Bachelor's degree, IF possible CFP/CFA, Series 7/66/24 within 6 months, and 11+ years in the industry. Travel up to 20% and collaboration with financial advisors are essential to meet client goals.