Financial Services Consultant

7 days ago


Carlsbad, United States Edward Jones Full time
Salary: $55,000 - $80,000 per year.

About the Job:
As a Financial Services Consultant at Edward Jones, you will work closely with an established Financial Advisor to provide personalized financial solutions to clients. This role involves building meaningful relationships with clients, understanding their needs and goals, and developing comprehensive strategies to achieve those objectives.

Responsibilities:
* Gather information and collect suitability to deeply understand clients' needs, priorities, and concerns.
* Meet with clients regularly to track progress toward goals, uncover additional assets, and adjust their strategy as needed.
* Partner with other members of the client's professional team to help fully understand clients' goals and circumstances.
* Research portfolio performance, cost/fees, asset allocation, and make recommendations to clients.

Requirements:
* High School Diploma or Equivalent required; Bachelor's degree preferred.
* Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period.
* At least 3-5 years of relevant experience in the securities industry preferred.

Benefits:
* Competitive salary range of $55,000 - $80,000 per year.
* Comprehensive benefits package including medical, dental, vision, and retirement plans.
* Opportunities for bonuses and profit sharing.
* Professional development and training opportunities.

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