Wealth Management Consultant

2 weeks ago


Waterford, Michigan, United States Edward Jones Full time
Position Summary

At Edward Jones, we understand that navigating your career path can be challenging. A role as a financial consultant could be the transformative opportunity you seek. Financial consultants collaborate with clients to help them realize their long-term financial aspirations, including retirement planning, wealth accumulation, estate management, and educational funding. As a financial consultant at 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 consultants. You will benefit from our century-long legacy of service, with more offices across the U.S. and Canada than any other investment firm, proudly serving over eight million clients.

Our financial consultants are integral partners in our success, and we attribute much of our achievements to their diverse experiences and professional journeys. We are committed to fostering an inclusive environment where varied perspectives contribute to our collective success. Financial consultants 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, fostering trust and ensuring clients remain on track. Edward Jones empowers you to make a positive impact in clients' lives and collaborate towards achieving their long-term financial objectives, allowing you to contribute meaningfully to your community.

Support and Resources Provided:
  • Comprehensive training - Become registered and licensed while learning from the industry's premier training program.
  • Initial salary for the first four years as you establish your practice.
  • A fully-equipped branch office within your community.
  • Branch office assistance to alleviate workload, enabling you to concentrate on client relationships.
  • A vast support network extending from your branch to the regional and home office, allowing you to operate independently while having thousands of colleagues backing you.
Compensation and Benefits:
  • Includes bonus opportunities, 401K plans, and extensive health benefits.
For further details, please visit: Edward Jones Benefits Page

Expectations:
  • No limits on your earning potential; your compensation reflects your dedication and effort.
  • A compensation structure that encompasses commissions, profit sharing, and incentive travel.
  • Flexibility to harmonize your personal and professional life.
  • A culture dedicated to continuous improvement and professional growth.
Key Responsibilities:
  • Establish and nurture relationships to attract new clients through various sourcing strategies, including in-person and virtual methods, networking, referrals, and public speaking.
  • Thoroughly assess clients' and potential clients' needs, priorities, and concerns to build trust and develop tailored, comprehensive strategies to meet their goals.
  • Manage branch operations to ensure a high-quality, streamlined client experience in alignment with firm policies, regulatory standards, and ethical practices.
  • Collaborate with the branch team to create, monitor, 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, feedback, and accountability.
Qualifications:

Successful financial consultants exhibit a unique blend of ambition, self-motivation, and a commitment to building long-term client relationships. They are performance-driven, with compensation reflective of their achievements. They demonstrate confidence, critical thinking, and sound judgment.

About Edward Jones:

Edward Jones is a Fortune 500 firm where individuals are valued. With over 8 million clients and 19,000 financial consultants across North America, we pride ourselves on being privately owned, prioritizing our clients over shareholder profits. Our mission is to partner for positive impact, enhancing the lives of our clients and colleagues while contributing to our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires excellence and a sense of belonging.

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