Wealth Management Consultant

2 weeks ago

Newington, Connecticut, United States Edward Jones Full time

Position Summary

At a pivotal moment in your career, consider the opportunity to become a financial advisor. In this role, you will collaborate with clients to help them realize their financial aspirations, including retirement planning, wealth accumulation, estate management, and educational funding. As a financial advisor with Edward Jones, you will cultivate and expand your own practice, backed by a dedicated branch team, a robust home-office support system, and a network of regional financial advisors. With a century of experience, we take pride in our extensive presence across the U.S. and Canada, serving over eight million clients.

Our financial advisors are integral to our success, and we celebrate the diverse experiences and professional backgrounds they bring. We foster an inclusive environment where varied perspectives contribute to achieving exceptional results. Financial advisors lead their branch teams in serving clients and advancing the firm’s mission. They possess a deep understanding of clients' objectives and the significance of these goals, which fosters trust and keeps clients on track. Edward Jones empowers you to make a positive impact in clients' lives and work collaboratively to reach their long-term financial objectives, allowing you to contribute meaningfully to your community.

Support and Resources

We provide comprehensive support to ensure your success, including:

  • Paid training - Gain registration and licensing while learning from the industry's premier training program.
  • A starting salary for the initial four years as you develop your practice.
  • A firm-sponsored branch office located within your community.
  • Branch office assistance to alleviate your workload, enabling you to concentrate on client relationships.
  • A vast support network that spans from your branch to the regional and home office levels - while you operate independently, a team of thousands is there to support you.
Compensation and Benefits:
  • Includes bonus opportunities, 401K, and comprehensive health benefits.
For further details, please refer to the Edward Jones Benefits Page.

Expectations:
  • No limit to your earning potential; your compensation reflects your efforts.
  • A compensation structure that encompasses commissions, profit sharing, and incentive travel.
  • The flexibility to balance your personal and professional life.
  • A culture that promotes continuous improvement and professional growth.
Key Responsibilities
  • Establish connections to generate new clients through various sourcing strategies, including face-to-face interactions, virtual outreach, networking, referrals, and public speaking.
  • Thoroughly assess clients' and potential clients' needs, priorities, and concerns to build trust and develop tailored, comprehensive strategies that align with their goals.
  • Manage branch operations to ensure a high-quality, efficient client experience that adheres to firm policies, regulatory standards, and ethical practices.
  • Collaborate with the branch team to create, evaluate, and refine the branch business plan to enhance effectiveness and achieve desired outcomes.
  • Foster a collaborative environment within the branch characterized by mutual trust, respect, constructive feedback, and accountability.
Qualifications

Successful financial advisors exhibit a unique blend of ambition, self-motivation, and dedication to nurturing long-term client relationships. They expand the business by identifying and engaging new clients while deepening connections with existing clients through regular reviews of investment strategies and recommendations. The earning potential for financial advisors is directly tied to their performance.

Desired Attributes:
  • Interest in financial services and markets.
  • A passion for learning and overcoming challenges, with a strong drive to succeed.
  • Expertise in building long-term relationships.
  • Ability to think critically and strategically.
  • Enthusiasm for exploring new opportunities.
Can you envision yourself...
  • Learning to become a financial advisor through our extensive training program?
  • Providing personalized investment and financial solutions to clients?
  • Taking charge of your business's growth and success?
  • Achieving both professional and personal goals while building your practice?
  • Making a positive impact in your local community?
Requirements

Candidates should possess at least one of the following qualifications:
  • A bachelor's degree is preferred or equivalent experience in the securities or financial services sector.
  • Experience in financial services and/or sales.
  • Relevant financial services registration, licensing, or certification.
  • Demonstrated career progression in a professional or military context.
Licensing:
  • SIE (which can be obtained without Firm sponsorship), Series 7, and Series 66 will be required; if not currently registered, these registrations can be obtained at Edward Jones during the designated paid study period.
  • FINRA registrations must be completed within three months. State insurance licenses will also be necessary.
  • As an associate, you will be required to complete ongoing training mandated by the firm and regulatory authorities (FINRA and SEC), along with necessary continuing education to maintain licenses in good standing.
Awards & Recognition

At Edward Jones, we are committed to creating an environment where everyone feels valued. We take pride in our associates' contributions and the accolades we have received.

Explore our U.S. awards and recognitions: Insights & Information Blog Postings about Edward Jones.

Explore our Canadian awards and recognitions: Insights & Information Blog Postings about Edward Jones.

About Edward Jones

Become part of a financial services firm that values your contributions. Edward Jones is a Fortune 500 company that prioritizes people. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we are proud to be privately owned, focusing on our clients rather than shareholder profits.

Our core purpose is to partner for positive impact, enhancing the lives of our clients and colleagues while improving our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires excellence and a sense of belonging.

People are at the heart of our partnership. Edward Jones associates are recognized, respected, and supported, which we believe makes us the ideal place to begin or advance your career.

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