Expert Financial Consultant

3 weeks ago


Walla Walla, Washington, United States Edward Jones Full time
About the Role

We are seeking a skilled Expert Financial Consultant to join our team at Edward Jones. As a financial advisor, you will play a crucial role in building and maintaining client relationships to help them achieve their long-term financial goals.

You will receive extensive support and training, along with a competitive salary structure that rewards your efforts and performance. This role provides the opportunity for independence while being backed by a supportive network, allowing you to positively impact your community through financial guidance.

Key Responsibilities:

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
  • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
  • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
  • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
  • Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.

Salary and Benefits

The estimated salary range for this role is $38,500 - $100,000 per year. Our compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage. We also offer a 401(k) retirement plan and tax-advantaged accounts, including health savings accounts and flexible spending accounts.

Requirements

  • A bachelor's degree is strongly preferred 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

Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're 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.



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