Team Leader- Generations Tax Strategy

Location: St. Louis

Team Leader - Generations Tax Strategy

Edward Jones is seeking a Team Leader for its Generations™ team, responsible for leading a group of advanced tax subject matter experts and ensuring high-quality tax planning for high net worth clients.

Base Pay Range

$/yr - $/yr

Job Overview

Full‑time position, anticipated open for 30 days from 22‑Dec‑2025. The role involves leading tax expertise, collaborating with branch teams, overseeing external service providers, and ensuring compliance with all supervisory procedures.

Team Overview

The Generations™ team delivers a full end‑to‑end experience for high net worth clients, partnering with branch teams to provide holistic financial planning, tax and estate planning services, plan implementation, and ongoing reporting.

What You Will Do

Lead a team of tax experts, drive strategy, and ensure deliverables meet client needs. Manage day‑to‑day operations, develop team objectives, coach staff, and maintain written supervisory procedures.

Responsibilities

• Develop and execute team objectives; drive performance through feedback, training, and coaching.
• Lead strategy to present complex concepts in an understandable, actionable manner to associates, branch teams, and clients.
• Coach team members on tax‑planning delivery, collaboration, and client interactions.
• Act as subject‑matter expert and translate insights into strategic initiatives.
• Serve as a resource on industry rules, potential regulatory changes, and business strategies.
• Present to branches via webinars, training meetings, and formal programs.
• Lead department/firm‑wide committees and projects, influencing peers and senior leaders.
• Manage written supervisory and standard operating procedures for compliance.
• Review and approve client‑facing materials to ensure fairness, accuracy, and suitability.
• Support strategic planning, driving measurement of progress against short‑, mid‑, and long‑term goals.

Compensation and Benefits

Medical, prescription drug, dental, vision coverage; voluntary benefits; disability, life, AD&D at no cost; 401(k); health and flexible spending accounts; paid holidays; 15 days of vacation for new associates; sick time; personal days; volunteer day; bonus and profit sharing;
Employee Assistance Program.

Hiring Minimum / Hiring Maximum

Minimum: $140,400 – Maximum: $239,100

Fair Chance Ordinance

Qualified applicants with arrest or conviction records will be considered in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones prohibits hiring individuals with certain specified criminal history, conducts background reviews consistent with FINRA Rule 3110(e). A notice on the ordinance is available at the provided URL.

Experience You Need

• Bachelor's degree in Business, Finance, Accounting, or Law.
• CPA required.
• CFP® preferred or obtained under firm policy.
• Series 7, 66, and 24 required or to be obtained within 6 months of hire.
• Direct client service experience with high net worth clients.
• Deep expertise in complex tax planning for HNW clients.
• Prior formal leadership experience.
• Strong presentation and communication skills.
• Customer‑centric initiative and collaborative approach.
• Leadership of small groups and presentation of findings clearly.
• Capacity to lead multi‑professional client meetings.
• Understanding of how changes in tax laws, legislation, and regulatory changes impact HNW tax planning and client strategies.

What Could Set You Apart

• Advanced degree.
• Active FINRA licenses.

Location & Remote Status

Candidates within commuting distance of Tempe, AZ and St. Louis, MO are expected to work in the office three days per week, preferably Tuesday–Thursday. The role is posted as hybrid; selected candidates may retain home‑based status.

Awards & Accolades

Edward Jones has received numerous U.S. and Canadian awards, available on the company blog and media releases.

About US

Edward Jones is a Fortune 500 private‑owned firm focused on client relations, offering a supportive, inclusive, and flexible work environment. The organization is dedicated to positive impact, community involvement, and employee development.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Accounting / Auditing and Finance

Equal Opportunity Employer

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law.

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