Senior Generations Portfolio Team Lead
Edward Jones
Edward Jones seeks a Generations Team Leader to oversee portfolio consultants serving high-net-worth clients. You will guide discovery, asset transitions, and portfolio strategies, aligning investment advice with client goals. The role requires a Bachelor's degree, CFP/CFA designation (or start within hire), and active Series 7/66/24 licenses, with up to 20% travel. A hybrid work model is supported in Tempe, AZ, and beyond. #J-18808-Ljbffr Edward Jones
Vacancy posted 1 day ago
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