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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 play a critical role in helping our clients achieve their long-term financial goals. You will work closely with clients to understand their financial needs and develop personalized investment strategies to help them achieve their objectives.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial goals and objectives.
  • Develop and implement comprehensive financial plans to help clients achieve their goals.
  • Provide ongoing investment advice and guidance to clients to ensure their financial plans remain on track.
  • Work closely with the branch team to ensure a high-quality client experience.
  • Stay up-to-date with industry developments and regulatory requirements to ensure compliance 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 that includes bonus potential, 401K, and comprehensive health benefits.
  • The flexibility to balance your personal and professional life.
  • A culture of continuous improvement and professional development.
Requirements
  • A bachelor's degree or equivalent work-related experience within the securities/financial services industry.
  • Financial services and/or sales experience.
  • Financial services registration, licensing, or certification.
  • Professional and/or military career progression.
About Us

At Edward Jones, we are committed to helping our clients achieve their financial goals. We are a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the U.S. and Canada. We are proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.