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Financial Advisor

2 months ago

Orange, New Jersey, United States Edward Jones Full time
About the Role

As a Financial Advisor at Edward Jones, you will have the opportunity to build long-term relationships with clients and help them achieve their financial goals. You will work closely with clients to understand their needs and priorities, and develop personalized strategies to help them achieve their objectives.

Key Responsibilities
  • Client Acquisition and Relationship Building
    • Develop and implement effective strategies to acquire new clients and grow existing relationships.
    • Build trust and credibility with clients through regular communication and exceptional service.
  • Financial Planning and Advice
    • Provide personalized financial planning and advice to clients, taking into account their unique goals and circumstances.
    • Develop and implement comprehensive financial plans that help clients achieve their objectives.
  • Branch Management and Team Leadership
    • Oversee the day-to-day operations of the branch, ensuring that all activities are aligned with the firm's goals and objectives.
    • Lead and motivate a team of financial advisors and support staff, providing guidance and coaching to help them achieve their best.
  • Business Development and Growth
    • Identify and pursue new business opportunities, such as partnerships and collaborations.
    • Develop and implement strategies to grow the business and increase revenue.
What We Offer
  • Compensation and Benefits
    • A competitive compensation package, including bonuses and profit-sharing opportunities.
    • A comprehensive benefits package, including health insurance and retirement plans.
  • Training and Development
    • Access to industry-leading training and development programs, designed to help you achieve your career goals.
    • Opportunities for professional growth and advancement, within the firm and across the industry.
  • Culture and Community
    • A culture that values diversity, inclusion, and respect for all individuals.
    • A community that is committed to making a positive impact on the lives of our clients and colleagues.
Requirements
  • Education and Experience
    • A bachelor's degree in a relevant field, such as finance or business.
    • At least 2 years of experience in a related field, such as financial planning or wealth management.
  • Skills and Qualifications
    • Strong communication and interpersonal skills, with the ability to build trust and credibility with clients.
    • Excellent analytical and problem-solving skills, with the ability to develop and implement effective financial plans.
    • A strong understanding of financial products and services, with the ability to provide expert advice to clients.