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Wealth Management Consultant

2 months ago

Danbury, Connecticut, United States Edward Jones Full time

Position Overview
If you are contemplating a career shift, becoming a wealth management consultant could be the ideal path for you.

Wealth management consultants collaborate with clients to assist them in reaching their long-term financial aspirations, including retirement planning, wealth accumulation, estate management, educational funding, and more.

As a wealth management consultant with Edward Jones, you will establish and expand your own practice, supported by your branch team, a dedicated home-office team, and fellow regional consultants.

Benefit from a century of experience, as we proudly operate more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

Our consultants are esteemed partners, and we attribute much of our success to their diverse experiences and professional backgrounds. We foster an inclusive environment where varied perspectives contribute to achieving results.

Wealth management consultants lead the branch team in serving clients and play a vital role in fulfilling the firm's mission.

They possess a deep understanding of clients' objectives and the significance of these goals, which helps to build trust and keep clients on track.

At Edward Jones, you will have the opportunity to make a positive impact on clients' lives and collaborate to achieve their long-term financial objectives, allowing you to contribute meaningfully to your community.

Support Provided:
Our team will assist you throughout your journey, offering:

  • Comprehensive training - Get registered and licensed while learning to be a wealth management consultant through the industry's leading training program.
  • A guaranteed salary for the initial four years as you begin to establish your practice.
  • A firm-provided branch office in your community.
  • Branch office support to help alleviate administrative burdens, enabling you to concentrate on your clients.
  • A robust support network extending from your branch office to your region and the home office - You will operate independently but have a team of thousands backing you at every step.

Benefits:
Our compensation package includes bonus potential, a 401K plan, and comprehensive health benefits. For further details, please visit our benefits page.

Expect the following:

  • No cap on your earning potential; your compensation correlates with your efforts.
  • A compensation structure that includes opportunities for commissions, profit sharing, and incentive travel.
  • The flexibility to balance your personal and professional life.
  • A culture that promotes continuous improvement and professional development.

Key Responsibilities:
Establish relationships to attract new clients through face-to-face and virtual strategies, including residential, business, networking, referrals, social media, and public speaking engagements.

Gain a thorough understanding of clients' and prospective clients' needs, priorities, and concerns to foster trust and develop personalized, comprehensive strategies to help them meet their goals.

Oversee branch operations to ensure a high-quality, streamlined client experience in line with firm policies, regulatory requirements, and ethical standards.

Engage with the branch team to create, monitor, and adjust the branch business plan to enhance effectiveness and achieve desired outcomes.

Create a dynamic branch environment characterized by mutual trust, respect, feedback, and accountability.

Skills and Requirements:
Successful wealth management consultants exhibit a unique blend of ambition, self-motivation, and dedication to building long-term client relationships.

Consultants expand the business by identifying and acquiring new clients while deepening relationships with existing clients through investment strategy reviews and implementation recommendations.

Compensation reflects performance, and the following characteristics contribute to success in this role:

  • An interest in financial services and markets.
  • A passion for learning and overcoming challenges.
  • Strong relationship-building skills.
  • Critical thinking abilities.
  • A desire for new opportunities.

Do you envision yourself:

  • Learning to be a wealth management consultant through our extensive training program?
  • Delivering tailored investment and financial solutions to clients?
  • Taking charge of your business's growth and success?
  • Meeting both professional and personal objectives while building your practice?
  • Positively impacting your local community?

Qualifications:
Candidates should possess at least one of the following:

  • A bachelor's degree is preferred or equivalent work experience in the financial services sector.
  • Experience in financial services and/or sales.
  • Relevant financial services registration, licensing, or certification.
  • Progression in a professional and/or military career.

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 assigned paid study period. FINRA registrations are required within three months, and state insurance licenses will also be necessary.

As an associate, you will be required to complete ongoing training provided by the firm and regulatory authorities (FINRA and SEC), along with continuing education training to maintain your licenses.

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

About Us:
Become part of a financial services firm that values your contributions. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 wealth management consultants across the U.S. and Canada, we are proud to be privately owned, focusing on our clients rather than shareholder returns.

Our Purpose:
We partner for positive impact to enhance the lives of our clients and colleagues, and together, improve our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires excellence and a sense of belonging.

At Edward Jones, associates are seen, heard, respected, and supported, which we believe makes us the best place to start or advance your career.