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Wealth Management Consultant

2 months ago

San Jose, California, United States Edward Jones Full time
Opportunity Overview

If you are contemplating a professional shift, a role as a financial advisor could be the ideal transition for you.

Financial advisors collaborate with clients to help them reach their long-term financial aspirations: retirement planning, wealth accumulation, estate planning, educational funding, and more.

As a financial advisor with Edward Jones, you will cultivate and expand your own practice, supported by your branch team, a home-office team, and fellow regional financial advisors.

You will benefit from a century of experience, with more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

Our financial advisors are valued collaborators, and we attribute much of our success to their diverse experiences and professional backgrounds.

We foster an inclusive environment where varied perspectives contribute to achieving results. Financial advisors lead the branch team in serving clients and advancing the firm's mission.

They possess a deep understanding of the client's objectives and the significance of these goals to build trust and keep clients on track.

Edward Jones empowers you to make a positive impact on clients' lives and work collaboratively to achieve their long-term financial objectives, allowing you to make a difference in your community.

We provide the support you need.

Our team will assist you at every stage, offering:


• Paid training – Get registered and licensed while learning how to be a financial advisor through the industry's premier training program.

• A salary for the initial four years as you begin to establish your practice.
• A firm-provided branch office in your community.
• Branch office support to alleviate your workload so you can concentrate on your clients.

• A support network that spans from your branch office to your region and the home office – You will operate independently, yet have a team of thousands backing you throughout your journey.


Benefits:
Includes bonus potential, 401K, and comprehensive health benefits.
You can also anticipate...
• Unlimited earning potential and growth, with your compensation linked to your efforts.
• A compensation package that includes opportunities for commissions, profit sharing, and incentive travel.
• The flexibility needed to balance your personal and professional lives – achieving the best of both worlds.
• A culture of continuous improvement and professional development.
Key Responsibilities

Establish relationships to generate new clients through face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).

Thoroughly understand clients' and prospective clients' needs, priorities, and concerns to build trust and create tailored, comprehensive strategies to help them achieve their objectives.

Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical standards.

Engage the branch team to develop, monitor, and adjust the branch business plan to enhance branch effectiveness and achieve desired business outcomes.

Create a highly engaging environment in the branch characterized by mutual trust, respect, feedback, and accountability.

Position Requirements

Successful financial advisors exhibit a unique blend of ambition, self-motivation, and dedication to building long-term client relationships.

Financial advisors expand the business by identifying and attracting new clients through initial discovery of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations.

The earning potential for financial advisors reflects their performance. What qualities would make you a successful financial advisor?
• An interest in financial services/markets and their operations.
• A passion for learning and challenges, coupled with a determination to succeed.
• Proficiency in building long-term relationships.
• Comfort in critical thinking.
• Enthusiasm for new opportunities.
Skills/Requirements

A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry.
Experience in financial services and/or sales.
Financial services registration, licensing, or certification.
Professional and/or military career progression.


Licensing:


SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.

FINRA registrations are required within three months. State insurance licenses will be necessary.

As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

Company Description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.

We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

Awards and Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Position Type

Financial Advisor

EEO Statement

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.