Professional Financial Services Representative
4 weeks ago
Earn a competitive estimated salary range of $38,500 - $100,000 in the first four years as you develop your skills and grow your client base.
About the RoleWe're seeking ambitious and self-motivated individuals to join our team as Financial Advisors. As a key member of our team, you'll have the opportunity to build long-term relationships with clients, understand their financial goals, and create personalized strategies to help them achieve success.
Key Responsibilities- Client Relationship Building: Identify new business opportunities through face-to-face and virtual sourcing strategies, including residential, business, networking, introductions, referrals, social media, and speaking engagements.
- Strategic Planning: Develop comprehensive strategies to help clients achieve their long-term financial goals, including retirement planning, wealth management, and estate strategies.
- Branch Leadership: Oversee branch processes, roles, and responsibilities to ensure a high-quality client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
To succeed in this role, you'll need to have a strong interest in financial services and markets, a passion for learning and challenges, and excellent relationship-building skills. A bachelor's degree is strongly preferred, or equivalent work-related experience within the securities/financial services industry. You'll also need to obtain SIE, Series 7, and Series 66 registrations, which can be obtained through our comprehensive training program.
Benefits and OpportunitiesAs a Financial Advisor at Edward Jones, you'll enjoy a comprehensive compensation package, including trainee pay, a supplemental salary for up to four years, commissions, and profit sharing. You'll also have access to ongoing training and development opportunities to help you grow your career and achieve your personal and professional goals.
Award-Winning Company CultureWe're proud to be recognized as one of the top companies for training, and we're committed to creating a culture that values diversity, inclusion, and continuous improvement. Join our team and discover a fulfilling career path that offers opportunities for growth, development, and making a positive impact on your community.
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