The Team Leader, Practice Advisory Consulting leads and develops a high-performing team responsible for delivering scalable, high-impact consulting support to financial advisors. This role helps advisors grow and optimize their businesses across strategy, structure, and operations—extending field capacity and strengthening enterprise outcomes.
This is a highly visible leadership role where you will shape advisor success, influence strategic initiatives, and build team capabilities. You’ll collaborate cross-functionally and contribute to evolving consulting models that drive measurable advisor impact. Success in this role creates opportunities for advancement into broader leadership or enterprise strategy roles.
What You’ll Do
• Lead, coach, and develop a team of practice advisory consultants to deliver high-quality, scalable consulting support
• Drive advisor impact across core areas including business valuation, growth strategy, practice structure, and operational effectiveness
• Establish clear performance expectations, monitor outcomes, and foster a culture of accountability and continuous improvement
• Partner with field leaders and enterprise stakeholders to align priorities and deliver coordinated advisor support
• Translate enterprise initiatives into practical tools, frameworks, and guidance for advisor engagement
• Ensure consistency and quality across consulting engagements, deliverables, and advisor experiences
• Leverage data and insights to improve team performance, scalability, and advisor outcomes
• Support advisors in navigating key transitions (e.g., succession, ownership changes, growth planning) with confidence
Edward Jones’ compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm’s Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $120000
Hiring Maximum: $204300
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
What Experience You’ll Need
• 6+ years of leadership experience in wealth management, financial advisory, consulting, or a related field
• Prior people leadership experience or demonstrated ability to coach, mentor, and develop others
• Strong business consulting, problem-solving, and strategic thinking skills
• Foundational knowledge of practice economics, business operations, or growth strategy
• Ability to translate complex concepts into clear, actionable guidance
• Strong communication and relationship-building skills across diverse stakeholders
• Experience in practice management consulting or advising financial professionals
• Series 7 and 66 Securities Licenses
What Could Set You Apart
• Knowledge of business valuation, succession planning, or ownership structures
• Exposure to human capital strategy or organizational design within professional services
• Experience working in a matrixed or highly collaborative environment
• Advanced business, finance, or related degree/certification (e.g., MBA, CFP, CFA)
RTO Statement
“Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.”