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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, making informed recommendations to clients to help them achieve their financial objectives.
  • Collaborate with the branch team to create and implement business plans, driving growth and success in the branch.
  • Engage in ongoing professional development, staying current with industry developments and best practices.
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 balance your personal and professional life, with a focus on work-life balance.
Requirements
  • A bachelor's degree or equivalent work-related experience in the securities/financial services industry.
  • Financial services and/or sales experience, with a proven track record of success.
  • Financial services registration, licensing, or certification, with a focus on Series 7 and Series 66.
  • Professional and/or military career progression, with a strong work ethic and commitment to excellence.
About Us

At Edward Jones, we are committed to building a place where everyone feels like they belong. We are a Fortune 500 company with a strong focus on our clients and our associates. We offer a comprehensive benefits package, including health insurance, retirement plans, and paid time off. We are an equal opportunity employer, committed to diversity and inclusion in the workplace.