Wealth Management Consultant

1 week ago

Yuba City, California, United States Edward Jones Full time
Position Overview


If you are contemplating a significant career shift, consider the rewarding path of a wealth management consultant.

Wealth management consultants collaborate with clients to help them realize their long-term financial aspirations: retirement planning, wealth accumulation, estate management, educational funding, and more.

As a wealth management consultant with Edward Jones, you will cultivate and expand your own practice, backed by your branch team, a dedicated home-office team, and a network of regional consultants.

You will benefit from a century of expertise, as we proudly operate more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.


Our consultants are esteemed partners, and we attribute much of our success to their diverse experiences and professional journeys.

We cherish an inclusive atmosphere where varied perspectives contribute to achieving outstanding results. Wealth management consultants lead the branch team in serving clients and advancing the firm's mission.

They possess a profound understanding of clients' objectives and the significance of these goals to foster trust and keep clients on track.

Edward Jones empowers you to make a positive impact on clients' lives and collaborate to achieve their long-term financial objectives, allowing you to contribute meaningfully to your community.

We will provide the necessary support.

Our support includes:


Comprehensive training - Get registered and licensed while learning to be a wealth management consultant through the industry's premier training program.

Guaranteed salary for the initial four years as you establish your practice.
A firm-provided branch office in your community.
Branch office assistance to alleviate workload, enabling you to concentrate on your clients.

A robust support network that spans from your branch office to your region and the home office - You will operate independently, yet have a team of thousands supporting you at every turn.


Benefits:
Includes bonus potential, 401K, and extensive health benefits.

What you can expect...
No limits to your earning potential and growth, with compensation directly linked to your efforts.
A compensation package featuring opportunities for commissions, profit sharing, and incentive travel.
The flexibility to balance your personal and professional life - the best of both worlds.
A culture that promotes continuous improvement and professional development.

Key Responsibilities


Establish relationships to generate new clients through face-to-face and virtual sourcing strategies (residential, business, networking, referrals, social media, and public speaking).

Thoroughly understand clients' and prospective clients' needs, priorities, and concerns to build trust and develop personalized, comprehensive strategies to help them achieve their objectives.

Oversee branch operations, roles, and responsibilities to ensure a high-quality, streamlined client experience that aligns with firm policies, regulatory requirements, and ethical standards.

Engage the branch team to create, monitor, and adjust the branch business plan to enhance effectiveness and achieve desired outcomes.

Create a highly engaging environment in the branch characterized by mutual trust, respect, feedback, and accountability.

Minimum Qualifications:
Candidates should possess at least one of the following qualifications:
- A bachelor's degree is strongly preferred or equivalent work-related experience in the financial services sector.
- Experience in financial services and/or sales.
- Relevant financial services registration, licensing, or certification.
- Professional and/or military career progression.

Licensing Requirements:


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 are required within three months.

State insurance licenses will also be necessary.

As an associate, you are expected to complete ongoing training provided by the firm and regulatory authorities (FINRA and SEC), along with required CE training to maintain licenses in good standing.

Awards & Accolades

At Edward Jones, we are committed to creating an environment where everyone feels valued.

We take pride in our associates' contributions to the firm and the accolades we have received.

About Us

Join a financial services firm where your contributions are appreciated.

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 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, and collectively improving 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 recognized, heard, respected, and supported. This belief is what makes us an exceptional place to begin or advance your career.

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.

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