Career Change Opportunity in Wealth Management

1 week ago


Greenwich, Connecticut, United States Edward Jones Full time
About the Role

We are seeking a skilled Financial Advisor to join our team at Edward Jones. As a Financial Advisor, you will play a critical role in helping clients achieve their long-term financial goals.

Job Overview

In this position, you will partner with clients to understand their financial needs and develop personalized strategies to help them achieve their goals. You will be responsible for building and growing your own practice, while providing exceptional service to our clients.

Key Responsibilities
  • Build relationships with clients and prospective clients to create new business opportunities.
  • Develop and implement comprehensive financial plans that meet the unique needs of each client.
  • Provide ongoing support and guidance to clients to help them achieve their financial goals.
Skills and Qualifications
  • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry.
  • Financial services and/or sales experience.
  • Financial services registration, licensing, or certification.
  • Professional and/or military career progression.
Benefits

We offer a competitive salary range of $38,500 - $100,000 per year, based on experience. In addition, we provide a comprehensive benefits package, including medical, dental, vision, and disability insurance. We also offer a 401(k) retirement plan and tax-advantaged accounts such as health savings accounts and flexible spending accounts.

About Us

Edward Jones is a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the U.S. and Canada. We are proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.



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