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Financial Services Professional

2 months 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 to understand their financial goals and develop personalized investment strategies to help them achieve their objectives.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, including investment, retirement, and estate planning strategies.
  • Build and maintain strong relationships with clients through regular communication and ongoing support.
  • Stay up-to-date with industry trends and regulatory changes to ensure clients receive the best possible advice.
  • Collaborate with the branch team to achieve business goals and objectives.
  • Participate in ongoing training and professional development to enhance skills and knowledge.
What We Offer
  • A comprehensive training program to help you develop the skills and knowledge needed to succeed as a Financial Advisor.
  • A competitive compensation package, including a salary, commissions, and bonuses.
  • A supportive and collaborative work environment.
  • Ongoing training and professional development opportunities.
  • The opportunity to make a positive impact on clients' lives and work towards a common goal.
Requirements
  • A bachelor's degree or equivalent work-related experience in the securities/financial services industry.
  • Financial services and/or sales experience.
  • Financial services registration, licensing, or certification.
  • Professional and/or military career progression.
About Us

Edward Jones is a Fortune 500 company that values its associates and provides a supportive and inclusive work environment. We are committed to helping our clients achieve their financial goals and making a positive impact on our communities.