Financial Advisor

3 months ago


Windsor Locks, United States Edward Jones Full time

Job OverviewIf 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 practice2A 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 benefitsFor more information please visit: Edward Jones Benefits PageYou 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 travelThe flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional developmentKey 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 consideration2 As your new asset compensation and commissions increase over the first four years, salary will decreaseWe 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.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $38,500 - $100,000Hiring Minimum: $Hiring Maximum: $Skills/RequirementsSuccessful 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 workLove of learning and challenges, including determination to succeed Skilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program?Delivering personalized investment and financial solutions to your clients?Taking ownership of your business's growth and success?Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community?Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.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.Awards & AccoladesAt 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 JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin 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



  • Windsor Locks, Connecticut, United States Baystate Financial Full time

    At Baystate Financial, we're dedicated to helping you succeed in your career as a financial advisor. Our comprehensive financial planning services enable you to provide clients with tailored solutions to their financial needs.As a financial planning and advisory services specialist, you'll work closely with clients to understand their financial goals and...


  • South Windsor, United States The Moody Street Group, LLC Full time

    The Moody Street Group Financial Services Representative/Financial Advisor The Moody Street Group , a general agency of the Companies of OneAmerica ®, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of...


  • Windsor Locks, Connecticut, United States State of Connecticut Full time

    Job SummaryWe are seeking a highly skilled Senior Information Technology Policy Advisor to join our team at the State of Connecticut. As a key member of our Office of Policy and Management, you will play a critical role in developing and implementing statewide technology policy initiatives.Key ResponsibilitiesDevelop and provide advice to the Secretary of...


  • Windsor, Missouri, United States Bank of America Full time

    About the RoleThis role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building...


  • Windsor, Connecticut, United States SS&C Technologies Full time

    Job Title: Manager, Fund AccountingSS&C Technologies is a leading provider of investment and financial services software for the financial services and healthcare industries. As a Manager, Fund Accounting, you will play a critical role in ensuring the accuracy and timeliness of financial reporting for our clients.Key Responsibilities:Coordinate the work plan...


  • Windsor, Connecticut, United States SS&C Technologies Full time

    Job Title: Manager, Fund AccountingSS&C Technologies is a leading provider of investment and financial services and software for the financial services and healthcare industries. As a Manager, Fund Accounting, you will be responsible for leading a team of accounting professionals in providing high-quality financial services to our clients.Key...


  • Windsor, Connecticut, United States SS&C Technologies Full time

    Job Title: Financial Services ManagerSS&C Technologies is a global leader in investment and financial services software. We are seeking a highly skilled Financial Services Manager to join our team.Job Summary:The Financial Services Manager will be responsible for coordinating the overall work plan for our US client service group accounting staff. This...


  • Windsor, United States MassMutual Full time

    The Opportunity: For more than two decades, MassMutual Trust Company, a private wealth business, has provided complex investment, fiduciary, trust, and high-end service capabilities designed to position MassMutual in the private wealth market. The business’ objective is to attract and retain financial advisors and high net-worth clients by offering...


  • Windsor, Connecticut, United States MassMutual Full time

    The OpportunityMassMutual Trust Company, a private wealth business, has been providing complex investment, fiduciary, trust, and high-end service capabilities for over two decades. The company's objective is to attract and retain financial advisors and high net-worth clients by offering concierge-level solutions tailored to the more complex needs of higher...


  • Windsor, United States MassMutual Full time

    The Opportunity: For more than two decades, MassMutual Trust Company, a private wealth business, has provided complex investment, fiduciary, trust, and high-end service capabilities designed to position MassMutual in the private wealth market. The business’ objective is to attract and retain financial advisors and high net-worth clients by offering...


  • Windsor, United States MassMutual Full time

    Job DescriptionThe Opportunity: For more than two decades, MassMutual Trust Company, a private wealth business, has provided complex investment, fiduciary, trust, and high-end service capabilities designed to position MassMutual in the private wealth market. The business’ objective is to attract and retain financial advisors and high net-worth clients by...


  • New Windsor, New York, United States New York Life Insurance Company Full time

    Job DescriptionAre you a motivated individual with strong communication skills and a passion for helping others? Do you have a desire to make a positive impact on the financial well-being of individuals, families, and small businesses? If so, consider a career as an insurance agent with New York Life.We're looking for individuals who are competitive,...

  • Trust Officer

    2 days ago


    Windsor, United States MassMutual Full time

    The Opportunity As a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering a diverse book of trust and personal wealth management accounts for high net worth individuals, families, and foundations. This role provides customized, concierge-level client service by serving as the primary point of contact for the client...


  • New Windsor, United States New York Life Insurance Company Full time

    Job DescriptionJob DescriptionAre you a leader who has the following traits?• Competitive• Entrepreneurial• Coachable• Communicative• Self-disciplined• Authentic• Speak Spanish and/or PortugueseIf the answer is yes, consider becoming an insurance agent to drive positive impact in the Latino community. At New York Life,you’re in control of...


  • East Windsor, United States MassMutual Full time

    The Opportunity: For more than two decades, MassMutual Trust Company, a private wealth business, has provided complex investment, fiduciary, trust, and high-end service capabilities designed to position MassMutual in the private wealth market. The business’ objective is to attract and retain financial advisors and high net-worth clients by offering...

  • Trust Officer

    1 day ago


    Windsor, United States MassMutual Full time

    The Opportunity As a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering a diverse book of trust and personal wealth management accounts for high net worth individuals, families, and foundations. This role provides customized, concierge-level client service by serving as the primary point of contact for the...

  • Trust Officer

    2 days ago


    Windsor, United States MassMutual Full time

    The Opportunity As a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering a diverse book of trust and personal wealth management accounts for high net worth individuals, families, and foundations. This role provides customized, concierge-level client service by serving as the primary point of contact for the...


  • Windsor, Connecticut, United States Fiducient Advisors Full time

    Fiducient Advisors - Investment Consulting AnalystAt Fiducient Advisors, we provide customized investment consulting solutions to a diverse clientele, including retirement plan sponsors, endowments, foundations, and financial institutions. Our dedicated team of over 200 professionals across the nation is committed to empowering our clients to succeed.Key...

  • Trust Officer

    2 days ago


    South Windsor, United States MassMutual Full time

    The Opportunity As a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering a diverse book of trust and personal wealth management accounts for high net worth individuals, families, and foundations. This role provides customized, concierge-level client service by serving as the primary point of contact for the client...

  • Travel Officer

    2 days ago


    Windsor, CT, United States MassMutual Full time

    As a  Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering a diverse book of trust and personal wealth management accounts for high net worth individuals, families, and foundations. This role provides customized, concierge-level client service by serving as the primary point of contact for the client relationship in...