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Financial Services Professional

2 months ago

Brooklyn, Michigan, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and ambitious Financial Services Professional to join our team at Edward Jones. As a Financial Advisor, you will have the opportunity to build a successful career in a dynamic and supportive environment.

Key Responsibilities
  • Client Acquisition and Relationship Building
    • Develop and implement strategies to attract and retain new clients, including face-to-face and virtual sourcing methods.
    • Build and maintain strong relationships with clients to understand their financial goals and objectives.
  • Financial Planning and Investment Advice
    • Provide personalized financial planning and investment advice to clients, including retirement planning, wealth management, and estate strategies.
    • Develop and implement comprehensive financial plans to help clients achieve their long-term goals.
  • Business Development and Growth
    • Identify and pursue new business opportunities to grow your practice and increase revenue.
    • Develop and implement strategies to increase client engagement and retention.
  • Team Leadership and Collaboration
    • Lead and motivate a team of financial professionals to achieve business objectives.
    • Collaborate with colleagues to share best practices and improve overall performance.
Requirements
  • Education and Experience
    • A bachelor's degree or equivalent work-related experience in the securities/financial services industry.
    • Financial services and/or sales experience preferred.
  • Licensing and Certifications
    • SIE (Securities Industry Essentials) registration required.
    • Series 7 and Series 66 registrations required within three months.
    • State insurance licenses required.
  • Skills and Abilities
    • Strong communication and interpersonal skills.
    • Ability to build and maintain strong relationships with clients and colleagues.
    • Strong analytical and problem-solving skills.
    • Ability to work in a fast-paced environment and meet deadlines.
What We Offer
  • Competitive Compensation and Benefits
    • Base salary with potential for commissions and bonuses.
    • Comprehensive health benefits and retirement plan.
  • Professional Development and Support
    • Ongoing training and development opportunities.
    • Support from a team of experienced financial professionals.
  • Flexibility and Work-Life Balance
    • Flexible scheduling to accommodate client needs.
    • Opportunities for remote work and flexible hours.