Financial Planning Specialist

2 weeks ago


Wheat Ridge, Colorado, United States Edward Jones Full time
About the Role

As a Financial Planning Advisor at Edward Jones, you will have the opportunity to make a positive impact on the lives of our clients and colleagues. We are a Fortune 500 company that values our associates and strives to create a sense of belonging.

Key Responsibilities
  • Partner with clients to understand their financial goals and develop personalized strategies to achieve them.
  • Build and maintain relationships with clients to create a loyal client base.
  • Stay up-to-date with industry trends and regulatory requirements to provide expert advice to clients.
  • Work collaboratively with the branch team to achieve business objectives.
What We Offer
  • A comprehensive training program to help you develop the skills and knowledge you need to succeed.
  • A supportive team environment that encourages collaboration and open communication.
  • A competitive compensation package that includes opportunities for commissions, profit sharing, and incentive travel.
  • The opportunity to work with a diverse range of clients and develop your skills in a dynamic and fast-paced environment.
Requirements
  • A bachelor's degree or equivalent work-related experience in the securities/financial services industry.
  • Financial services registration, licensing, or certification.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
Why Choose Edward Jones?

We are a company that values our associates and strives to create a sense of belonging. We offer a comprehensive training program, a supportive team environment, and a competitive compensation package. We are committed to making a positive impact on the lives of our clients and colleagues, and we believe that our associates are the key to our success.



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