Wealth Management Consultant

2 weeks ago


Waterford, Michigan, United States Edward Jones Full time
Position Summary

At Edward Jones, we understand that navigating your career path can be challenging. A role as a financial advisor could be the transformative opportunity you are seeking. Financial advisors collaborate with clients to help them realize their long-term financial aspirations, including retirement planning, wealth accumulation, estate management, and educational funding. As a financial advisor at Edward Jones, you will cultivate and expand your own practice, with support from your branch team, home-office staff, and fellow regional advisors. With a century of experience backing you, we take pride in having more offices across the U.S. and Canada than any other investment firm, serving over eight million clients.

Our financial advisors are integral partners in our success, and we attribute much of our achievements to their diverse experiences and professional journeys. We are committed to fostering an inclusive environment where various perspectives contribute to achieving outstanding results. Financial advisors lead their branch teams in serving clients and play a crucial role in fulfilling the firm's mission. They possess a deep understanding of clients' objectives and the significance of these goals, which helps to build trust and keep clients on track. Edward Jones empowers you to make a positive impact on clients' lives and work collaboratively to achieve their long-term financial objectives, allowing you to make a meaningful difference in your community.

Support and Resources Provided:
  • Comprehensive training - Get registered and licensed while learning to be a financial advisor through the industry's leading training program.
  • Guaranteed salary for the initial four years as you begin to establish your practice.
  • A firm-provided office in your community.
  • Branch office assistance to help manage your workload, enabling you to concentrate on your clients.
  • A robust support network that spans from your branch to the regional and home office levels - While you work independently, you will have a team of thousands supporting you at every turn.
Benefits Include:
  • Bonus potential, 401K, and comprehensive health benefits.
For more details, please refer to the Edward Jones Benefits Page.

Expectations:
  • No limit to your earning potential; your compensation is directly related to your efforts.
  • A compensation structure that includes opportunities for commissions, profit sharing, and incentive travel.
  • Flexibility to balance your personal and professional life.
  • A culture that promotes continuous improvement and professional growth.
Key Responsibilities:
  • Establish relationships to attract new clients through face-to-face and virtual outreach strategies, including residential, business, networking, referrals, social media, and public speaking.
  • Thoroughly assess clients' and prospective clients' needs, priorities, and concerns to foster trust and develop tailored, comprehensive strategies to help them achieve their goals.
  • Manage branch operations to ensure a high-quality, streamlined client experience that aligns with firm policies, regulatory standards, and ethical practices.
  • Collaborate with the branch team to create, monitor, and adjust the branch business plan to enhance effectiveness and achieve desired outcomes.
  • Foster a highly engaging environment within the branch that emphasizes mutual trust, respect, feedback, and accountability.
Skills and Qualifications:

Successful financial advisors exhibit a unique blend of ambition, self-motivation, and dedication to building long-term client relationships. They are driven by performance, and we ensure that their compensation reflects their achievements. They possess confidence and critical thinking abilities, along with sound judgment.

About Edward Jones:

At Edward Jones, we are committed to creating a workplace where everyone feels valued. As a Fortune 500 company, we prioritize people over profits. With over eight million clients and 19,000 financial advisors across North America, we are proud to be privately owned, focusing on our clients rather than shareholder returns.

Our core purpose is to partner for positive impact, enhancing the lives of our clients and colleagues while contributing to our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires excellence and a sense of belonging.

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