Wealth Management Career Opportunity

3 days ago


Lake Placid, Florida, United States Edward Jones Full time

About the Role

As a financial advisor at Edward Jones, you will be responsible for building and maintaining relationships with clients to help them achieve their long-term financial objectives. This includes creating personalized strategies based on client needs and overseeing branch operations to ensure a seamless client experience.

The ideal candidate will have a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. They will be skilled in relationship building, comfortable thinking critically, and passionate about new opportunities.

Key Responsibilities

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
  • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
  • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
  • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
  • Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

Compensation and Benefits

We offer a competitive compensation package that includes a starting salary range of $38,500 - $100,000, commissions, and profit sharing. Our benefits package also includes medical and prescription drug coverage, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage.

Skills and Qualifications

  • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry.
  • Financial services and/or sales experience.
  • Financial services registration, licensing, or certification.
  • Professional and/or military career progression.

Licensing and Training

  • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
  • FINRA registrations required within three months. State insurance licenses will be required.
  • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

About Us

Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.



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