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.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial goals are met.
  • Stay up-to-date with market trends and economic conditions, making informed recommendations to clients to help them achieve their financial objectives.
  • Collaborate with the branch team to create and implement business plans, driving growth and success in the branch.
  • Engage in ongoing professional development, staying current with industry developments and best practices to ensure the highest level of expertise.
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 a team of experienced professionals who are dedicated to helping you succeed.
  • The opportunity to work with a wide range of clients, each with their unique financial goals and objectives.
  • A chance to make a positive impact on your community, helping individuals and families achieve their financial goals and improve their overall well-being.
Requirements
  • A bachelor's degree or equivalent work-related experience in a related field.
  • Financial services and/or sales experience, with a strong understanding of financial products and services.
  • Financial services registration, licensing, or certification, with the ability to obtain necessary licenses and registrations.
  • Professional and/or military career progression, with a strong track record of achievement and success.
About Us

At Edward Jones, we are committed to providing our clients with exceptional service and helping them achieve their financial goals. We are a Fortune 500 company with a long history of success, and we are proud to be privately-owned, placing the focus on our clients rather than shareholder returns. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. We are dedicated to creating a positive impact on our clients, colleagues, and communities, and we are seeking like-minded individuals to join our team.



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