Senior Financial Solutions Consultant

7 days ago


Annapolis, Maryland, United States Edward Jones Full time
Unlock Your Potential as a Senior Financial Solutions Consultant

We're seeking an experienced and driven professional to join our team as a Senior Financial Solutions Consultant. This is a unique opportunity to make a meaningful impact in the lives of our clients and contribute to the growth and success of our organization.

About the Role

  • As a Senior Financial Solutions Consultant, you will work closely with our clients to understand their financial goals and objectives, providing personalized solutions to help them achieve their aspirations.
  • You will be responsible for developing and implementing comprehensive financial plans, leveraging your expertise in investment products and services to create tailored strategies that meet the needs of our clients.
  • This role requires excellent communication and interpersonal skills, as you will be working with clients, colleagues, and other stakeholders to deliver exceptional service and support.
  • You will also have the opportunity to participate in ongoing training and professional development, staying up-to-date on industry trends and best practices to ensure your continued growth and success.

Requirements

  • A Bachelor's degree or higher in a relevant field, such as finance, business, or economics
  • At least 3-5 years of experience in the securities industry, preferably in a similar role
  • Series 7 and Series 66 licenses required, with FINRA registration and state insurance licenses as needed
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts in a clear and concise manner
  • Excellent time management and organizational skills, with the ability to prioritize multiple tasks and deadlines

What We Offer

  • A competitive salary of $70,000 - $90,000 per year, depending on experience
  • Ongoing training and professional development opportunities
  • A dynamic and supportive work environment, with regular feedback and coaching
  • The chance to make a meaningful impact in the lives of our clients and contribute to the growth and success of our organization

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 US 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, improving the lives of our clients and colleagues, and together, bettering our communities and society.



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