Lead Wealth Planning

Position: Lead Wealth Planning at Edward Jones
Influence financial futures as a Lead Wealth Planning professional at Edward Jones. This senior role focuses on mentorship, collaboration, and individualized financial strategy development.

In the Client Consultation Group, you will mentor associates while implementing integrated wealth planning solutions. Your goal is to foster a collaborative and inclusive atmosphere where team members excel and meet client financial goals. By partnering with specialists and external advisors, you'll tailor financial strategies to reflect clients' unique values and objectives.

Key Responsibilities:

• Mentor team members in effective wealth planning practices

• Develop customized financial strategies for client diversity

• Collaborate with specialists for comprehensive financial solutions

• Lead initiatives to improve team and organizational capabilities

• Drive improvements focused on enhancing client satisfaction

Requirements:

• Bachelor’s degree in Business, Finance, or related field

• Accredited financial planning designation needed

• 8+ years of financial planning experience required

• Strong organization and time management skills necessary

• Knowledge of life insurance or estate planning preferred

Leverage your leadership skills and commitment to client success at Edward Jones.
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