Wealth Management Internal Wholesaler Team Leader

Company: EDWARD JONES
Location: Olean
Posted on: November 25, 2022

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.The Internal Wholesaling Team will be comprised of financial planning subject matter experts, solely dedicated to providing continuous and ongoing training, coaching, consultation, and acumen-building to home office support areas, Strategic Product Partners, and Branch Teams on the "what" and "how" of delivering the Edward Jones signature experience to clients. This team's primary responsibility will be to package, align, and communicate the firm's financial planning strategy, inclusive of all Value Team priorities and functional capability needs, to activate and accelerate the full and evolving Edward Jones Client Team to "Deliver Experiences" to tens of millions of clients and their families.

As the Team Leader, you will:

• Lead a team of general financial planning subject-matter experts with specialized expertise in designated firm priorities (IAP, MoneyGuide Pro, etc.) with responsibility for providing continuous and ongoing training, coaching, consultation, and acumen-building to home office support areas, strategic product partners, and branch teams on the "what" and "how" of GBA and Financial Planning
• Serve as financial planning subject matter expert with specialized expertise in designated firm priorities (IAP, MoneyGuide Pro, etc.), with responsibility for providing continuous and ongoing training, coaching, consultation, and acumen-building to home office support areas, strategic product partners, and branch teams on the "what" and "how" of GBA and Financial Planning
• Implement and ensure the effectiveness of GBA / Financial Planning communication and training programs, co-creating the strategy and development of face-to-face, virtual, online, and other modes of training for branch teams, home office branch support areas, and product partners
• Partner with others to lead the firm's transformation efforts to help branch teams AND home office evolve from delivering Goals-based Advice (GBA) to Fiduciary Financial Planning.
• Establish relationships with Financial Advisors and serve as a financial planning expert to gain branch team confidence and enable them to deliver on our client value promise. As needed, engage directly with clients as the specialized subject matter expert alongside Financial Advisors.
• Partner as SME to develop best practices on all existing and future financial planning advice, planning, products, services, tools (Financial Foundation, MoneyGuide Pro, IAP, Banking Offerings, etc.)
• Identify, understand, and demonstrate the ability to apply and integrate goals-based advice / financial planning proven practices from client and branch insights into applicable branch team best practices, including a working knowledge of branch team and client support workflow to enact/train/skill-up key stakeholders to support region teamsServe as informal leader to develop other team members to serve as key contributors on enhancements and improvements to systems and branch workflow tools. Provide performance feedback and mentoring to help others grow.What is Needed for this Position:
  Minimum 8 years' experience within financial services industry or internal wholesaling Bachelor's degree requiredCompletion of Series 7 and Series 66 within 6 monthsBegin pursuing CFP -, ChFC -, or CFA - within 6 months of joining teamWhat Could Set You Apart:

  • Previous people leadership experience preferred
  • Deep subject-matter expertise in Financial Planning principals, technology, products, and solutions
  • Previous experience in leading financial planning training, coaching, and / or consultation
  • Subject-matter expertise using MoneyGuide Pro or other similar financial planning softwareExtensive experience working with clients as a Financial Advisor or member of a planning team
    • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
      • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
        Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.

        For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.

        Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.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.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
        Salary: $106916 - $182047
        Category: Headquarters

Keywords: EDWARD JONES, Columbia , Wealth Management Internal Wholesaler Team Leader, Hospitality & Tourism , Olean, Missouri