Financial Services Professional

4 weeks ago


Woodland, California, United States Edward Jones Full time

About the Role

As an investment consultant at Edward Jones, you will play a crucial role in helping individuals achieve their long-term financial goals. You will work closely with clients to create personalized strategies that support their retirement, wealth building, estate planning, and education funding. With the support of a branch team, home-office team, and other regional investment consultants, you will have the opportunity to build and grow your own practice.

Key Responsibilities

  • Develop and maintain strong relationships with clients through face-to-face interactions and virtual methods.
  • Conduct thorough needs assessments to establish trust and create tailored strategies that meet clients' financial objectives.
  • Oversee branch processes and roles to ensure a high-quality client experience consistent with firm policies and procedures.
  • Collaborate with the branch team to create and adjust the branch business plan to enhance effectiveness and achieve desired results.
  • Foster a positive and engaging environment within the branch focused on trust, respect, feedback, and accountability.

What We Offer

At Edward Jones, you will have access to comprehensive training, a firm-provided office, salary support, and a network of support to guide you every step of the way. We value diversity and inclusivity, encouraging different viewpoints to drive results. With a rich history spanning over a century and the chance to serve over eight million clients across the U.S. and Canada, you will have the opportunity to make a meaningful impact in the lives of our clients.



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