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Financial Advisor

2 months ago

Westfield, Massachusetts, 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 personalized service
  • Financial Planning and Advice
    • Provide comprehensive financial planning and advice to clients, including investment, retirement, and estate planning
    • Help clients set and achieve their long-term financial goals
  • Branch Management and Team Leadership
    • Oversee the day-to-day operations of the branch, including managing staff and resources
    • Lead and motivate the branch team to achieve business objectives and provide exceptional client service
What We Offer
  • Compensation and Benefits
    • Competitive salary and bonus potential
    • Comprehensive health benefits and retirement plan
  • Professional Development and Support
    • Access to industry-leading training and development programs
    • Ongoing support and guidance from experienced colleagues and mentors
  • Culture and Community
    • Collaborative and inclusive work environment
    • Opportunities to make a positive impact in the community through volunteer and philanthropic initiatives
Requirements
  • Education and Experience
    • Bachelor's degree in a related field (e.g. finance, business, economics)
    • Minimum 2 years of experience in a related field (e.g. financial services, sales, marketing)
  • Skills and Qualities
    • Strong communication and interpersonal skills
    • Ability to build trust and credibility with clients
    • Proven track record of success in a sales or client-facing role