Current jobs related to Financial Advisor - Holyoke MA United States - Edward Jones

  • Financial Advisor

    5 months ago

    Holyoke, United States Baystate Financial Full time

    Baystate Financial - Right from the beginning, as an advisor at Baystate Financial you become a resource for your clients. In order to fit your clients’ individual goals and needs, we work with the client to formulate a sound investment, insurance, and retirement strategy based upon their financial position. Then, the Baystate Financial team, your...

  • Senior Financial Advisor

    1 week ago

    Holyoke, United States Baystate Financial Full time

    About Us: Since 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. With a focus on fostering a collaborative culture and supporting personal and professional development, Baystate Financial is headquartered in Boston, MA, with 16 office locations throughout New England. Specializing in...

  • Financial Advisor

    6 days ago

    Oxford, MS, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...

  • Financial Advisor

    5 days ago

    Reno, NV, United States Prime Capital Financial Full time

    Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial, LLC is different because we believe greatness starts and ends with our people. We are proud to have created an environment where drive, enthusiasm, candor, and...

  • Financial Advisor

    3 days ago

    Austin, TX, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...

  • Financial Advisor

    5 days ago

    Wichita, KS, United States Prime Capital Financial Full time

    Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial, LLC is different because we believe greatness starts and ends with our people. We are proud to have created an environment where drive, enthusiasm, candor, and...

  • Financial Advisor

    5 days ago

    Chicago, IL, United States STRIDE Financial Full time

    Job Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...

  • Financial Advisor

    6 days ago

    Alexandria, LA, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team at Southern Financial Group!You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...

  • Financial Advisor

    5 days ago

    Chicago, IL, United States Lakeshore Financial Group Full time

    Are you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Lakeshore Financial Group is expanding its team in Chicago and is looking for individuals interested in partnering with our business. We are looking for professionals who are not getting what they want out of their current job, whether that is...

  • Financial Services Professional

    1 month ago

    Holyoke, Massachusetts, United States Baystate Financial Full time

    Join Baystate Financial as a Financial AdvisorBecome a trusted resource for your clients and help them achieve their financial goals. As a Financial Advisor at Baystate Financial, you will work closely with clients to understand their individual needs and develop a personalized financial strategy. Our team will provide you with the support and resources you...

  • Second Chair Advisor

    5 days ago

    Westport, CT, United States Lead Advisor Full time

    Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.comOur client, an award-winning wealth management and planning practice in Westport, is hiring a Second Chair Advisor to continue to deliver first class service to their clients.The ideal...

  • Financial Services Professional

    1 month ago

    Holyoke, Massachusetts, United States Baystate Financial Full time

    Join Baystate Financial as a Financial AdvisorBecome a trusted resource for your clients and help them achieve their financial goals. As a Financial Advisor at Baystate Financial, you will work closely with clients to understand their individual needs and develop a personalized financial strategy. Our team will provide you with the support and resources you...

  • Financial Advisor

    5 days ago

    Albuquerque, NM, United States Prevender Financial Services, LLC Full time

    Our CompanyPrevender Financial Services, LLC was established in 2007 by Phil Prevender, CFP®. Phil career spans over 32 years in the industry. Along with his six other offices in New Mexico, the practice has over 150 years of combined experience in the financial services and wealth planning industry.Job SummaryWe believe that successful Financial Advisors...

  • Financial Advisor

    6 days ago

    Boca Raton, FL, United States Evershore Financial Group Full time

    ARE YOU…?…tired of working for “big box financial”?…working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?…confident in your background, experience, and acumen working with individuals and businesses to reach common goals?…exhausted by making money for a large corporation with no equity to...

  • Senior Financial Advisor

    4 days ago

    Wexford, PA, United States Prudential Financial Full time

    Prudential Advisors is looking for an experienced financial advisor in the greater Wexford market that is interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:The ability to...

  • Associate Financial Advisor

    4 days ago

    Houston, TX, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Financial Advisor

    6 days ago

    Lawton, OK, United States First Command Financial Services, Inc. Full time

    4 out of 5 of our Advisors are veterans or military spousesHit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.Who we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are...

  • Senior Financial Advisor

    5 days ago

    Daytona Beach, FL, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our TeamYou've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you...

  • Financial Advisor

    7 days ago

    Saint Robert, MO, United States First Command Financial Services, Inc. Full time

    4 out of 5 of our Advisors are veterans or military spousesCheck you match the skill requirements for this role, as well as associated experience, then apply with your CV below.Who we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have...

  • COUNTRY Trust Bank Financial Advisor

    2 weeks ago

    Beaverton, OR, United States Country Financial Full time

    DescriptionIs this the role you are looking for If so read on for more details, and make sure to apply today.Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and...

Financial Advisor

2 months ago

Holyoke MA United States Edward Jones Full time
Job Description

Job Overview

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. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.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.

We'll give you the support you need. Our team will be there every step of the way, providing:

  • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1.
  • Salary for the first four years as you begin to build your practice2
  • 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.

Benefits:

  • Includes bonus potential, 401K, and comprehensive health benefits

For more information please visit: Edward Jones Benefits Page

You can also expect...
  • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
  • A compensation package that includes opportunities for commissions, profit sharing and incentive travel
  • The flexibility that you need to balance your personal and professional lives - the best of both worlds
  • A culture of continuous improvement and professional development

Key Responsibilities

  • 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.
  • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
  • Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 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

Hiring Minimum: $
Hiring Maximum: $

Skills/Requirements

Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

About Us

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.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: 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. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

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.

#LI-USFATA