Financial Consultant

1 week ago

Georgetown Township, United States Edward Jones Full time

Job Overview Are you at a pivotal moment in your career? Consider becoming a financial consultant with us. In this rewarding role, you will partner with clients to help them achieve their long-term financial aspirations, whether it's planning for retirement, growing wealth, implementing estate strategies, or funding education. With our support, you will build and nurture your own practice backed by a dedicated branch team and comprehensive resources. Why Choose Us? Receive paid training to get registered and licensed through our industry-leading program. Benefit from a competitive salary for the initial five years as you develop your practice. Enjoy having a firm-provided branch office in your local community. Leverage branch office support to focus your efforts on client relationships. Access an extensive support network from your branch, region, and home office. What Else Can You Expect? No limits on your earning potential; your income grows with your dedication. An attractive compensation package featuring commission, profit sharing, and incentives. Flexibility to balance your personal and work life, fostering a healthy work/life harmony. Opportunities for professional development and continuous improvement. Key Responsibilities Establish relationships to attract new clients through various sourcing strategies such as networking, referrals, and social media. Gain a deep understanding of clients' needs and create personalized strategies to meet their financial goals. Ensure a streamlined client experience by overseeing branch processes and adhering to ethical guidelines. Collaborate with your branch team to develop and adjust the business plan effectively. Foster a culture of mutual trust, respect, and accountability in the branch environment. Qualifications Successful financial consultants possess a blend of ambition, self-motivation, and commitment to nurturing client relationships. Your ability to expand the business depends on successfully engaging new clients while cultivating existing relationships. Are You Ready? To thrive in our comprehensive training program to become a financial consultant? To deliver tailored investment solutions that benefit your clients? To take charge of your professional growth and success? To achieve your personal and business objectives? To make a meaningful impact in your community? Requirements A bachelor's degree is highly preferred, or equivalent experience in the securities/financial services industry. Experience in financial services and/or sales is beneficial. Pursue necessary financial services registration, licensing, or certification. A record of professional growth in your previous roles is a plus. Licensing Requirements Obtain SIE certification without firm sponsorship, followed by Series 7 and Series 66 licensing. Secure FINRA registrations within three months of joining; state insurance licenses will also be required. Commit to ongoing training required by the firm and regulatory authorities to maintain licensure. This position presents an extraordinary opportunity to contribute to clients' lives while building a meaningful career. Join us on this journey

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