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Financial Services Professional

2 months 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 goals.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
  • Stay up-to-date with market trends and economic conditions, using this knowledge to provide informed investment advice to clients.
  • Collaborate with the branch team to achieve business objectives and provide a high-quality client experience.
  • Continuously develop and improve skills and knowledge to stay ahead in the industry.
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 opportunities for professional growth and development.
  • The flexibility to work independently and manage your own practice, while still having access to the resources and support of a large organization.
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.
  • Registration and licensing requirements, including Series 7 and Series 66, will be provided through our comprehensive training program.
About Us

Edward Jones is a Fortune 500 company with a long history of providing exceptional financial services to our clients. We are committed to building a diverse and inclusive workplace, where everyone feels valued and supported. If you are a motivated and ambitious individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.