Financial Advisor

1 month ago

Enumclaw WA, United States Edward Jones Full time

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
For the 23rd consecutive year, Edward Jones was named a top company for training. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first four years, salary will decrease
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.
New Financial Advisors Compensation
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.
New Financial Advisors Compensation
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Skilled in long-term relationship building
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
At Edward Jones, we are building a place where everyone feels like they belong. Insights & Information Blog Postings about Edward Jones
Insights & Information Blog Postings about Edward Jones
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2023, data as of December 2022. 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.
#

  • Financial Advisor

    2 weeks ago

    Spokane, WA, United States Cetera Investment Services LLC Full time

    Cetera Investment Services is searching for a Financial Advisor for:Washington Trust BankThe Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial...

  • Financial Advisor

    2 weeks ago

    Shelton, WA, United States Cetera Investment Services LLC Full time

    The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.PLEASE...

  • Merrill Financial Solutions Advisor

    4 weeks ago

    Bellevue, WA, United States Bank of America Full time

    Job SummaryWe are seeking a highly skilled Merrill Financial Solutions Advisor to join our team at Bank of America. As a key member of our wealth management team, you will be responsible for providing tailored financial solutions to high-net worth clients, identifying their needs, and developing relationships to meet their financial goals.Key...

  • Associate Financial Advisor

    3 weeks ago

    Spokane, WA, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    2 weeks ago

    Tukwila, WA, United States Boeing Employees Credit Union Full time

    As the nation's largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than$30 billionin managed assets. Our work has an economic impact as we support our members' financial goals. We are unapologetic about being devoted to our members and the communities we...

  • Investment Counselor/Financial Advisor

    2 weeks ago

    Camas, WA, United States Fisher Investments Full time

    Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your...

  • Student Finance Advisor

    4 weeks ago

    Tacoma, WA , USA, United States IEC CORP GROUP Full time

    Student Finance AdvisorWe are seeking a highly motivated and detail-oriented Student Finance Advisor to join our team at UEI College. As a Student Finance Advisor, you will play a critical role in administering financial aid programs and ensuring the success of our students.Key Responsibilities:Interview prospective students to determine financial aid...

  • Financial Solutions Advisor Stage II

    4 weeks ago

    Bainbridge Island, WA , USA, United States Bank of America Full time

    **Job Description:**At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.We are seeking a skilled Financial Solutions Advisor Stage II to join our team....

  • Tax Advisor

    1 month ago

    Everett, WA , USA, United States H&R Block Full time

    Job Title: Block Advisors Tax AdvisorAt H&R Block, we're looking for a skilled Tax Advisor to join our team. As a Tax Advisor, you'll be responsible for providing tax preparation, tax audit support, and tax planning services to our clients.Key Responsibilities:Build year-round client relationshipsProvide tax preparation, tax audit support, and tax planning...

  • Senior Financial Analyst

    4 weeks ago

    Bellevue, WA, United States Moxi Works Full time

    Financial Planning and Analysis RoleMoxiWorks, a leading SaaS company, is seeking a highly skilled Senior Financial Analyst to join its dynamic finance team. This role is pivotal in providing strategic financial insights, analysis, and recommendations to support the company's growth and financial health.The successful candidate will work closely with the VP...

  • Senior Financial Analyst

    4 weeks ago

    Bellevue, WA, United States Moxi Works Full time

    MoxiWorks, a leading SaaS company, is seeking a highly skilled Senior Financial Analyst to join its dynamic finance team. This pivotal role provides strategic financial insights, analysis, and recommendations to support the company's growth and financial health.Key ResponsibilitiesConduct detailed financial analysis to support strategic decision-making,...

  • Financial Assistance Advisor

    1 week ago

    Vancouver, WA, Clark County, WA; Washington State, United States Fisher Investments Full time

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

  • Insurance Agent

    4 weeks ago

    Olympia, WA, United States Country Financial Full time

    DescriptionA variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.We’re looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life’s planned and unexpected moments with the right insurance products.COUNTRY Financial®...

  • Consultant, Investment Accounting Advisor

    3 weeks ago

    Seattle, WA, United States Fidelity Investments Full time

    Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...

  • Controller WA

    6 hours ago

    Seattle, WA, United States Creative Financial Staffing Full time

    Controller About the Position: CFS is working with a well-established general contractor in the beautiful Pacific Northwest. They are seeking a controller to join the growing team and supporting their mission in building relationships and delivering exceptional products. The Controllers primary responsibilities are to provide financial planning/forecasting,...

  • Financial Management Consultant

    3 weeks ago

    Tukwila, WA, United States Fidelity Investments Full time

    Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...

  • Financial Counselor-Evening Shift

    3 weeks ago

    Seattle, WA, United States Fidelity Investments Full time

    Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...

  • Beauty Advisor

    6 months ago

    Tukwila, WA, United States Macy’s Full time

    Bring Your Amazing Self to Work At Macy's, Inc. we're on a mission to create a brighter future with bold representation for all. This is our Mission Every One. We know that each person here is unique. So we respect and invest in each individual to create growth, pride, and satisfaction. If we are able to bring our whole selves to work, it translates into a...

  • Branch Office Administrator

    3 weeks ago

    Tacoma, WA, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    4 weeks ago

    Kent, WA, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...