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Financial Services Professional

2 months ago

Queensbury, New York, United States Edward Jones Full time
About the Role

As a Financial Advisor with Edward Jones, you will have the opportunity to partner with clients to help them achieve their long-term financial goals. This includes retirement planning, building wealth, estate strategies, and funding education. You will develop and grow your own practice, supported by your branch team, a home-office team, and other regional financial advisors.

Key Responsibilities
  • Build relationships with clients and prospective clients to create new business opportunities through face-to-face and virtual sourcing strategies.
  • 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.
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.
What We Offer
  • A comprehensive training program to help you develop your skills and knowledge.
  • A competitive compensation package, including bonus potential, 401K, and comprehensive health benefits.
  • The flexibility to balance your personal and professional life.
  • A culture of continuous improvement and professional development.