Team Leader- Generations

This job posting is anticipated to remain open for 30 days, from 15-Jan-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 1 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose:
We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

1 Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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 where they 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 to exceed 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 led by…