Wealth Management Professional

16 hours ago


Wake Forest, North Carolina, United States Edward Jones Full time

At Edward Jones, we believe in making a positive impact on the lives of our clients and colleagues. As a Wealth Management Professional, you will play a vital role in achieving this mission.

Company Overview

We are a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the U.S. and Canada. Our focus is on client satisfaction, and we pride ourselves on being privately-owned, which allows us to prioritize our clients' needs above shareholder returns.

Our purpose is to partner for positive impact and improve the lives of our clients and colleagues. We strive to create an inclusive environment where everyone feels valued and supported.

Salary

The estimated salary for this position is $60,000 - $80,000 per year, based on industry standards and location.

Job Description

You will work closely with a Financial Advisor to serve clients, grow the branch, and positively impact communities. Your responsibilities will include gathering information from clients, meeting with them regularly, and collaborating with other professionals to understand their goals and circumstances.

You will also research portfolio performance, make recommendations to clients, and cultivate relationships with organizations and businesses to maintain presence in the community.

Your success as a Wealth Management Professional will be measured by your ability to build meaningful relationships with clients, provide personalized investment solutions, and contribute to the growth of the branch.

Required Skills and Qualifications
  • High School Diploma/Equivalent required; Bachelor's degree preferred
  • Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
  • At least 3-5 years of relevant experience in securities industry preferred
Benefits

As a Wealth Management Professional, you will receive a comprehensive benefits package, including medical and prescription drug coverage, dental, vision, and short-term disability insurance. You will also have access to ongoing training and professional development opportunities.

In addition, you will be eligible for bonuses and profit sharing, and you will have access to our Employee Assistance Program.

About Us

At Edward Jones, we value diversity and inclusion, and we strive to create an environment where everyone feels welcome and supported. We are committed to making a positive impact on our clients and colleagues, and we are proud of our reputation as a leader in the financial services industry.


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