Career Transition to Wealth Management Professional

1 week ago


Lake Placid, Florida, United States Edward Jones Full time

As a wealth management professional at Edward Jones, you will play a vital role in helping clients achieve their long-term financial objectives. Whether it's building wealth, retirement planning, or estate strategies, our team of experienced financial advisors is dedicated to providing personalized guidance and support every step of the way.

About Us

We are a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the United States and Canada. Our commitment to innovation, flexibility, and inclusivity has earned us recognition as one of the best places to work. At Edward Jones, we value diversity, equity, and inclusion, and we strive to create an environment where everyone feels seen, heard, and supported.

Job Summary

We are seeking a talented and ambitious individual to join our team as a financial advisor. In this role, you will have the opportunity to develop your own practice, working closely with clients to understand their unique needs and goals. You will also be responsible for creating personalized investment strategies, overseeing branch operations, and contributing to a positive and inclusive work environment.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their goals, risk tolerance, and time horizon.
  • Build and maintain strong relationships with clients, providing exceptional service and support throughout the planning process.
  • Oversee branch operations, ensuring a high-quality client experience and adherence to firm policies and procedures.
  • Stay up-to-date on industry developments and regulatory requirements, applying knowledge to inform client advice and drive business growth.
Requirements

To be successful in this role, you will need:

  • A bachelor's degree (strongly preferred) or equivalent work-related experience within the securities/financial services industry.
  • Financial services registration, licensing, or certification (obtainable through our paid study program).
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike.
  • A passion for delivering exceptional customer service and driving business growth.
Benefits

We offer a competitive compensation package, including:

  • A base salary of $65,000-$80,000 per year, depending on location and experience.
  • Commissions and bonuses based on sales performance and business growth.
  • A comprehensive benefits package, including medical, dental, vision, and disability insurance.
  • Ongoing training and development opportunities to support your career growth and success.
Why Choose Us?

At Edward Jones, we offer a dynamic and supportive work environment, with opportunities for professional growth and development. We value our associates' contributions and provide a range of benefits and perks to enhance their overall well-being. If you're looking for a challenging and rewarding career opportunity, apply today



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