Personal Wealth Strategist

2 weeks ago


Stephenville, Texas, United States Edward Jones Full time
Job Overview

We're seeking ambitious individuals to join our team of financial advisors, where you'll have the opportunity to build a successful career and make a positive impact on people's lives.

About the Role

As a financial advisor with Edward Jones, you'll work closely with clients to understand their financial goals and develop personalized strategies to help them achieve success. You'll be responsible for building relationships, identifying new business opportunities, and delivering exceptional client service.

Key Responsibilities
  • Build strong relationships with clients through face-to-face interactions and virtual sourcing strategies.
  • Understand clients' needs, priorities, and concerns to create comprehensive strategies for achieving their financial goals.
  • Oversee branch processes and ensure a high-quality client experience consistent with firm policies and procedures.
  • Engage the branch team to create, monitor, and adjust the branch business plan to increase effectiveness and achieve desired results.
Requirements
  • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry.
  • Financial services and/or sales experience is a plus.
  • Financial services registration, licensing, or certification is required.
  • Professional and/or military career progression is also valued.
Benefits

We offer a competitive compensation package, including:

  • Paid training and education programs to help you develop your skills and knowledge.
  • A supplemental salary for up to four years while you build your practice.
  • Commissions and incentives for new assets gathered.
  • A range of benefits, including medical, dental, and vision insurance, 401(k) retirement plan, and more.
Compensation

The estimated annual salary for this role is $60,000-$100,000, depending on your level of experience and performance. With our unique compensation program, you can earn additional income based on your sales performance.