Team Leader- Generations

Your passion. Our purpose. This could be powerful.

Maybe the markets keep you up sts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals.

Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

Full-Time

This job posting is anticipated to remain open for 30 days, from 13-Jan-2026. The posting may close early due to the volume of applicants.

The Edward Jones Generations® team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.

The HNW Team Leader will lead a team of financial planners and subject matter experts holding advanced designations who are responsible for supporting branch teams and complex client engagements to better meet client needs and deepen client relationships through the delivery of our HNW client experience. This team will be responsible for performing deep discovery, constructing financial plans that are held to a fiduciary standard, and collaborating with 3rd party service providers to deliver on an elevated and personalized private client service experience.

We work in a highly collaborative and fast-paced environment, where we welcome fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape.

The team leader is expected to run the day-to-day business, including creating and ensuring alignment to all written supervisory procedures (WSPs), standard operating procedures (SOPs) and oversight of risk associated with working directly with branch teams and clients. The team leader is also expected to hold the team accountable for exceeding business results and will be required to ensure all financial planning recommendations are suitable and align to client goals.

• Develop and execute team objectives and drive team performance (feedback, training & coaching) in support of department and firm objectives.

• Partner with financial advisors and clients to gain understanding of client's needs, aid 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.

• Act as an advanced subject matter expert in their area of emphasis and have a strong understanding of financial planning topics, broad market opportunities and translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas.

• Act as a resource for firm strategy, knowledge and interpretation of industry rules and regulations, 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 planning 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 Enterprise Learning, WMAS Content Creation or other areas.

• Lead department, division, and/or firm-wide committees and projects; demonstrating the ability to influence without authority with peers and senior leaders.

• Manage, create, and ensure adherence to department written supervisory procedures (WSPs) and Standard Operating Procedures (SOPs) for communication with the public, professional designation reviews, and information barriers.

Edward…