Holistic Wealth Planning Leader at Edward Jones

Advance your career with Edward Jones as a Holistic Wealth Planning Leader, where individuals matter more than profits. This role emphasizes collaboration and aims to enhance client experiences through strategic financial planning.
In this influential position, you will not only develop team members but also design and deliver tailored wealth management strategies. As a subject matter expert, you will work closely with clients and advisors, ensuring a comprehensive approach to their financial needs, while also contributing to company-wide initiatives and training.
Key Responsibilities:
• Develop and mentor associates to achieve their best
• Implement comprehensive wealth strategies for clients
• Collaborate with internal and external experts
• Lead training and project initiatives organization-wide
• Enhance the firm’s culture of collaboration and belonging
Requirements:
• Bachelor’s degree in Finance, Business, or related field
• CFP designation or simila...