Personal Financial Consultant
1 week ago
We are seeking a skilled and motivated Personal Financial Consultant to join our team. As a financial advisor, you will be responsible for providing personalized investment and financial solutions to your clients.
Company OverviewEdward Jones is a Fortune 500 company that has been serving millions of clients across the U.S. and Canada for over 100 years. We pride ourselves on being privately-owned, allowing us to 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.
Compensation and BenefitsWe offer a competitive compensation package that includes a salary range of $38,500 - $100,000 per year, based on performance. Additionally, you can earn commissions and profit-sharing bonuses as you grow your practice.
We also provide comprehensive benefits, including medical, dental, and vision coverage, as well as disability income continuation, basic life, and AD&D coverage.
You will also have access to our Employee Assistance Program and paid sick leave and time off.
Job Description- BUILD RELATIONSHIPS: Create new clients through face-to-face and virtual sourcing strategies, such as residential, business, networking, introductions, referrals, social media, and speaking engagements.
- UNDERSTAND CLIENT NEEDS: Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies.
- OVERSEE BRANCH PROCESS: Ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
- ENGAGE THE TEAM: Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
To succeed in this role, you should have:
- A bachelor's degree or equivalent work-related experience within the securities/financial services industry.
- Financial services and/or sales experience.
- FINRA registrations required within three months.
- State insurance licenses required.
We value diversity, equity, and inclusion in the workplace and strive to create an environment where everyone feels like they belong.
At Edward Jones, we're committed to making a positive impact in the communities we serve.
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