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Financial Services Professional

2 months ago

Frederick, Maryland, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and ambitious Financial Services Professional to join our team at Edward Jones. As a Financial Advisor, you will play a critical role in helping our clients achieve their long-term financial goals.

Key Responsibilities
  • Client Acquisition and Relationship Building
    • Develop and implement strategies to acquire new clients and deepen relationships with existing ones.
    • Build trust and rapport with clients to understand their financial goals and objectives.
  • Financial Planning and Investment Advice
    • Provide personalized investment and financial solutions to clients.
    • Develop and implement comprehensive financial plans to help clients achieve their goals.
  • Business Development and Growth
    • Identify and pursue new business opportunities to drive growth and revenue.
    • Develop and implement strategies to increase client engagement and retention.
  • Team Collaboration and Support
    • Work collaboratively with the branch team to achieve business objectives.
    • Provide support and guidance to team members to ensure seamless client service.
Requirements
  • Education and Experience
    • A bachelor's degree or equivalent work-related experience in the securities/financial services industry.
    • Financial services and/or sales experience preferred.
  • Licensing and Certifications
    • SIE (Securities Industry Essentials) certification required.
    • Series 7 and Series 66 licenses required within three months of hire.
    • State insurance licenses required.
  • Skills and Abilities
    • Strong communication and interpersonal skills.
    • Ability to build trust and rapport with clients.
    • Strong analytical and problem-solving skills.
    • Ability to work in a fast-paced environment and prioritize multiple tasks.
What We Offer
  • Competitive Compensation and Benefits
    • Base salary and bonus potential.
    • Comprehensive health benefits.
  • Professional Development and Growth Opportunities
    • Ongoing training and development programs.
    • Opportunities for advancement and career growth.
  • Culture and Values
    • A culture of continuous improvement and professional development.
    • A commitment to diversity, equity, and inclusion.