Team Overview:
Do you have a desire to be a part of the wealth management process?  Do people consider you a strategic thinker and strong collaborator? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you!      

This team sits within the Wealth Management Advice and Solutions (WMAS) division. WMAS Purpose: We innovate, develop, evolve, and manage integrated advice, planning, products, and services (APPS), leveraging deep understanding of client and branch team needs.​ We enable branch teams to deliver unparalleled value for our clients and communities through wealth management offerings and experiences, from discovery to planning and implementation, supported by thought leadership and expert services.

Wealth Management Consultation is an area within WMAS that serves as the planning and investment portfolio advice consultation group to support the delivery of financial planning services and implementation of the Edward Jones planning and investment solutions. We serve as a resource that our branch teams can utilize to implement wealth management Advice, Planning, Products, and Services (APPS). We partner with WMAS stakeholders to deliver formalized, advanced, and personalized advice from subject matter experts, with a particular focus on implementation of planning, portfolio construction, advice, and guidance. We provide our branch teams with a holistic view of planning and portfolio management across their business, including analytics and visualizations, while helping them deliver the comprehensive wealth management services that our clients desire.

The Edward Jones Wealth Management Consultation High Net Worth team provides an end-to-end, high-net-worth (HNW) client experience (Clients with $10 million or more) 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. 

What You Will Do:
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 the performing deep discovery, constructing financial plans where they are held to a fiduciary standard, and collaborate 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 (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 for exceeding business results and will be required to ensure all financial planning recommendations are suitable and align to client goals.

Responsibilities include:Develop and execute team objectives and drive team performance (feedback, training & coaching) in support of department and firm objectives.Communicate and advise 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 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.