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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 circumstances.
  • Build and maintain strong relationships with clients, providing ongoing support and guidance to help them achieve their financial objectives.
  • Stay up-to-date with market trends and economic conditions, using this knowledge to provide clients with informed investment advice.
  • Collaborate with other financial professionals to ensure that clients receive a comprehensive and coordinated approach to their financial planning.
  • Continuously develop and improve your skills and knowledge to stay ahead of the curve in the financial services 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 base salary, commissions, and bonuses.
  • A supportive and collaborative work environment, with opportunities to work with a talented team of financial professionals.
  • The chance to make a real difference in the lives of our clients, helping them to achieve their financial goals and improve their overall well-being.
Requirements
  • A bachelor's degree in a relevant field, such as finance, accounting, or business.
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients.
  • Excellent analytical and problem-solving skills, with the ability to stay up-to-date with market trends and economic conditions.
  • Proficiency in financial planning software and technology.
  • A strong desire to learn and grow, with a commitment to ongoing professional development.
Why Join Us?

At Edward Jones, we are committed to helping our clients achieve their financial goals and improve their overall well-being. We believe in the importance of building strong relationships with our clients, and we are dedicated to providing them with personalized investment and financial solutions. If you share our values and are passionate about helping others, we encourage you to apply for this exciting opportunity.