Job Summary
Contributing to people's long-term financial success could be just the right professional change for you! Financial advisors shoulder the responsibility of guiding clients towards achieving their various financial goals, such as securing a solid retirement, wealth building, estate strategies, educational funding, etc. With Edward Jones, you will have the opportunity to develop and grow your very own practice, with the unwavering support of your branch team, as well as other financial advisors and home-office teams.
With a legacy stretching back a century, we have a wealth of experience to share. We stand proud as an investment firm with the largest network of offices in both the U.S. and Canada, serving over eight million clients. We owe our success and growth to our financial advisors, who bring their unique experiences and professional backgrounds into play. We staunchly believe in fostering an atmosphere where everyone’s diverse perspectives contribute to achieving outstanding results.
Job Description
Financial advisors play a key role in leading the branch team in serving our clients and furthering the firm's purpose. By understanding the client's goals and the importance of these goals, financial advisors can build trust with their clients and keep them on track. At Edward Jones, we strive to create a positive impact on our clients' lives and to work together towards their long-term financial goals. This way, you too can make a substantial difference within your own community.
Further, we provide robust support tools to ensure your success, including:
- Paid training
- Starter salary for the first four years
- A firm-provided branch office in the community
- Branch office support
- A comprehensive support network
Benefits:
We offer a full package of benefits, including potential for bonuses, 401K, and extensive health benefits.
Key Responsibilities
As a financial advisor, your key duties will encompass:
- Building client relationships through face-to-face and virtual mediums
- Understanding clients’ needs, priorities, and concerns
- Managing branch processes
- Increasing branch effectiveness
- Fostering a highly engaging environment
Candidates' Profile
The ideal candidate will be ambitious, self-motivated, and committed to establishing long-term client relationships. An interest in financial markets, combined with becoming successful in achieving professional and personal objectives is highly desired. The role requires a candidate who is comfortable learning, challenging themselves, thinking critically, and who has a natural passion for sourcing new opportunities.
Skills/Requirements
Ideal candidates should fulfill at least one of the following qualifications:
- A bachelor's degree or equivalent work-related experience
- Financial services and/or sales experience
- Financial services registration, licensing, or certification
- Professional and/or military career progression
Licensing
SIE (Securities Industry Essentials), Series 7 and Series 66 will be required. FINRA registrations must be within three months of joining. State insurance licenses will also be a requirement.
About Us
Join a firm where your uncommon abilities make an unusually important contribution to the lives of our clients and colleagues; a firm where we cultivate performance excellence and a profound sense of belonging. We are Edward Jones. You are welcome here. Edward Jones does not discriminate on any unlawful basis, such as race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or genetic information.
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Published: a week ago