Career Development Financial Services Representative
7 days ago
About Us
">Edward Jones is a Fortune 500 company where people come first. With over eight million clients and nineteen thousand financial advisors across the United States and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
">Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
">Our Team
">We're building a place where everyone feels like they belong. We value our associates' contributions to the firm and the recognitions we have received.
">Check out our U.S. awards and accolades:
">Read More About Awards & Accolades
">">
Your Career
">You can expect a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
">As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team, and other regional financial advisors. You'll benefit from the experience that comes from one hundred years of history.
">Key Responsibilities:
">- ">
- Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions, 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.">
Benefits
">Our compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors.
">We offer a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off.
">Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program.
">All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our website.
">Salary Range
">The estimated salary for this role is $38,500 - $100,000 annually.
">">
Requirements
">Candidates should have at least one of the four qualifications bullets listed below:
">- ">
- 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.">
SIE (which can be obtained without Firm sponsorship), Series 7, and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
">FINRA registrations required within three months.
">State insurance licenses will be required.
">As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
">">
Why Join Us?
">You can see yourself delivering personalized investment and financial solutions to your clients, taking ownership of your business's growth and success, meeting professional and personal objectives as they relate to building your practice, and working in and positively impacting your local community.
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