Financial Services Professional

3 days ago


Plainview, New York, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and ambitious individual to join our team as a Financial Advisor. As a Financial Advisor, you will be responsible for building relationships with clients, understanding their financial goals and objectives, and providing personalized investment and financial solutions to help them achieve their goals.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and circumstances.
  • Provide ongoing financial guidance and support to clients, helping them to stay on track with their financial goals.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives, and providing personalized service to meet their needs.
  • Stay up-to-date with industry trends and developments, and apply this knowledge to provide expert advice to clients.
  • Work collaboratively with the branch team to achieve business objectives and provide exceptional client service.
What We Offer
  • A comprehensive training program to help you develop the skills and knowledge you need to succeed as a Financial Advisor.
  • A competitive compensation package, including a salary, commissions, and bonuses.
  • A supportive and collaborative work environment, with opportunities for professional growth and development.
  • The flexibility to work independently, while still having access to a team of experienced professionals for support and guidance.
  • The opportunity to make a positive impact on the lives of our clients, and to contribute to the success of our firm.
Requirements
  • A bachelor's degree or equivalent work-related experience in a related field.
  • Financial services and/or sales experience, or a strong desire to learn and succeed in this field.
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients.
  • Excellent analytical and problem-solving skills, with the ability to provide expert advice to clients.
  • A strong work ethic and a commitment to delivering exceptional client service.
About Us

Edward Jones is a Fortune 500 company that is committed to providing exceptional service to our clients. We are a privately-owned firm, with a focus on building long-term relationships with our clients and providing personalized service to meet their needs. We are proud to be a leader in the financial services industry, and we are committed to continuing to grow and succeed in the years to come.



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