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Investment Consultant

2 months ago


Knoxville, Tennessee, United States Edward Jones Full time

Embark on a Rewarding Career as an Investment Consultant

If you are contemplating a significant career shift, consider the fulfilling role of an investment consultant.

Investment consultants collaborate with clients to assist them in realizing their long-term financial aspirations, including retirement planning, wealth accumulation, estate management, educational funding, and more.

As an investment consultant with Edward Jones, you will have the opportunity to cultivate and expand your own practice, backed by a dedicated branch team, a robust home-office support system, and a network of regional investment consultants.

We pride ourselves on serving over eight million clients across the U.S. and Canada, making us a leader in the investment industry. Our investment consultants are integral partners in our success, and we attribute much of our achievements to their diverse experiences and professional journeys.

We foster an inclusive atmosphere where varied perspectives contribute to achieving outstanding results. Investment consultants guide the branch team in serving clients and play a vital role in fulfilling the firm's mission.

They possess a deep understanding of clients' objectives and the significance of these goals, which helps to build trust and keep clients on track.

At Edward Jones, you will have the chance to make a positive impact on clients' lives and collaborate to reach their long-term financial objectives, enabling you to contribute meaningfully to your community.

Comprehensive Training Program - Engage in a paid training program that equips you with the necessary registrations and licenses to become a proficient investment consultant.

Enjoy the benefits of a firm-provided branch office within your community, along with branch office support to alleviate your workload, allowing you to concentrate on your clients.

Benefit from a support network that spans from your branch office to your region and the home office. While you will operate independently, you will have a team of thousands supporting you at every turn.

Our compensation package includes opportunities for commissions, profit sharing, and incentive travel.

Client Relationship Development - Build relationships to attract new clients through both face-to-face and virtual strategies, including residential outreach, business networking, referrals, social media engagement, and public speaking.

Gain a profound understanding of clients' and potential clients' needs, priorities, and concerns to foster trust and develop personalized, comprehensive strategies that help them achieve their financial goals.

Oversee branch operations, roles, and responsibilities to ensure a high-quality, streamlined client experience that aligns with firm policies, regulatory standards, and ethical guidelines.

Successful investment consultants demonstrate a unique blend of ambition, self-motivation, and dedication to nurturing long-term client relationships.

Investment consultants expand the business by identifying and attracting new clients through initial discussions of financial objectives and strengthening ties with existing clients by reviewing investment strategies and implementation recommendations.

The earning potential for investment consultants is reflective of their performance.

Key Attributes for Success:

  • An interest in financial services and markets
  • Proficiency in building long-term relationships
  • Commitment to learning through our comprehensive training program
  • Ability to deliver tailored investment and financial solutions
  • Dedication to meeting both professional and personal goals in practice development
  • Desire to work in and positively influence your local community

A bachelor's degree is strongly preferred, or equivalent experience in the securities or financial services sector is acceptable. Experience in financial services or sales is advantageous. Registration, licensing, or certification in financial services is required; if not currently registered, these can be obtained during the assigned paid study period.

As an associate, you will be expected to complete ongoing training provided by the firm and regulatory authorities to maintain your licenses in good standing.

At Edward Jones, we are committed to creating an environment where everyone feels a sense of belonging. Join a financial services firm that values your contributions. Edward Jones is a Fortune 500 company where people are prioritized.

With over eight million clients and 19,000 investment consultants across the U.S., we strive for positive impact to enhance the lives of our clients and colleagues, while collectively improving our communities and society.

We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires excellence and a sense of belonging.

People are at the heart of our partnership. Edward Jones associates are acknowledged, respected, and supported.

Edward Jones does not discriminate based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law.