Edward Jones in Tempe, AZ seeks a Generations Team Leader to guide portfolio consultants serving high-net-worth clients. You will drive discovery, asset transitions, and tailored investment strategies while ensuring adherence to WSPs and SOPs in a fast-paced, client‑focused environment.
You will lead daily operations, coach a team, and align recommendations with client goals, risk, and portfolio analytics. Experience with advanced investment topics and collaboration across offices is essential,
#J-18808-LjbffrGenerations Portfolio Team Leader in tempe at Unknown Company
This position is listed as full time and onsite.