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Lead, High Net Worth Wealth Strategy Team
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-06-02
Listing for:
United Cerebral Palsy of Georgia
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Edward Jones is seeking an HNW Team Leader in Dallas, Texas, responsible for leading financial planners and ensuring high net worth clients receive exceptional service. The role includes developing team objectives, collaborating with advisors, and driving client relationships while adhering to industry regulations.
The ideal candidate will hold a bachelor's degree, CFP or CFA designation, and have over 11 years of industry experience. Benefits include health coverage, a retirement plan, and paid time off.
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