Junior Financial Consultant

2 weeks ago

Le Sueur, Minnesota, United States Edward Jones Full time
Opportunity Overview

If you are seeking a fulfilling and challenging career, the Junior Financial Consultant position at Edward Jones could be the ideal fit for you.

With the same qualifications as our Investment Advisors, Junior Financial Consultants collaborate with an established Investment Advisor to assist clients, expand the branch, and make a positive difference in communities in line with our firm's strategy.

Our Junior Financial Consultants play a vital role in the client team, and we appreciate their diverse experiences, insights, and professional backgrounds.

We value different perspectives to achieve outstanding results and enhance the lives of our clients.
We will provide you with the necessary support.
Our team will be with you every step of the way, offering:
  • Paid Training: Become registered and licensed while learning how to excel as a Junior Financial Consultant through the industry's leading training program.
  • A Support Network: Access to resources beyond your branch office, including assistance from headquarters via phone, email, and firm intranet.
What qualities would make you a successful Junior Financial Consultant?
Establish meaningful relationships with clients while understanding the legal and regulatory requirements related to offering financial solutions.
Demonstrate critical thinking, problem-solving skills, and sound judgment to provide tailored solutions to investment challenges, involving the Investment Advisor when necessary.
Exhibit resilience and adaptability in a dynamic learning environment.
Possess strong attention to detail, organizational skills, and time management abilities.
Can you envision yourself...
Providing customized investment and financial solutions to clients?
Building relationships within your local community to foster business growth?
Contributing to the branch's business strategy to enhance effectiveness?
Position Requirements
Key Responsibilities:


Gathering information and assessing suitability to thoroughly understand clients' and prospective clients' needs, priorities, and concerns to build trust and create a personalized, comprehensive strategy to achieve their objectives.

Regularly meeting with clients to monitor progress toward goals, identify additional assets, proactively address emerging concerns, and adjust strategies to ensure their needs are met.

Collaborating with other members of clients' professional teams, such as attorneys, accountants, and trust officers, to gain a complete understanding of clients' goals and circumstances.

Researching portfolio performance, costs/fees, asset allocation, and changes to portfolio construction/investments, and making informed recommendations to clients.

Working alongside the Investment Advisor and branch team to ensure alignment and create, monitor, and adjust the branch business plan to enhance effectiveness and achieve desired outcomes.

Building relationships with organizations and businesses to maintain a presence in the community and generate referrals and new business.

Coordinating with the Investment Advisor to assist in acquiring new clients through face-to-face and virtual sourcing strategies.

Continuously developing your skills for personal and professional growth.

Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred.

Series 7 and Series 66 licenses required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period.

At least 3-5 years of relevant experience in the securities industry preferred.
FINRA licenses required within three months. State insurance licenses required.

As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain your license in good standing.

Company Description
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company that prioritizes people. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we take pride in being privately-owned, focusing on our clients rather than shareholder returns.

Our purpose is to partner for positive impact to enhance the lives of our clients and colleagues, and together, improve 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 heart 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 committed to creating an environment where everyone feels they belong. We take pride in our associates' contributions to the firm and the recognitions we have received.
Position Schedule
Full-Time
Position Type
Branch Support - BOA
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.

Recruiter
Samantha Boyd
Salary Information
As a salaried professional, you can also expect...
A compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefits.
Paid time off, including vacation, sick, holidays, and personal days.
A culture of continuous improvement and professional development.
You'll be competitively compensated...

Edward Jones believes in a human-centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.

The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Junior Financial Consultant role.

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