Personal Financial Professional

2 weeks ago


Seattle, Washington, United States Edward Jones Full time

Discover a rewarding career at Edward Jones as a Personal Financial Professional. We're seeking talented individuals to join our team and help clients achieve their financial goals.

About the Role

This is an exciting opportunity to work with a highly respected firm that prioritizes building long-term relationships with clients. As a Personal Financial Professional, you'll work closely with experienced financial advisors to provide personalized financial solutions to clients.

You'll be responsible for gathering information about clients' needs and priorities, meeting regularly to track progress, and adjusting strategies to ensure their goals are met. You'll also partner with other professionals to fully understand clients' goals and circumstances.

Key Responsibilities
  • Gather information and collect suitability to deeply understand clients' needs and priorities
  • Meet with clients regularly to track progress and adjust strategies
  • Partner with other professionals to understand clients' goals and circumstances
  • Research portfolio performance and make recommendations to clients
Requirements

To succeed in this role, you'll need:

  • A high school diploma or equivalent; a bachelor's degree is preferred
  • Series 7 and Series 66 licenses, which can be obtained through our training program
  • At least 3-5 years of relevant experience in the securities industry (preferred)
Benefits

We offer a competitive compensation package, including:

  • A base salary range of $71,223 - $92,497 per year
  • Paid training and ongoing professional development opportunities
  • A comprehensive benefits package, including medical, dental, vision, and disability insurance
About Us

Edward Jones is a Fortune 500 company that values its employees and provides a supportive work environment. We're committed to creating a culture of inclusion and diversity, and we're proud to be recognized for our commitment to community involvement and social responsibility.



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