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Investment Consultant

2 months ago

Greenwich, Connecticut, United States Edward Jones Full time
Opportunity Overview

At a pivotal moment in your career, consider the rewarding path of a financial advisor.

As a financial advisor, you will collaborate with clients to help them reach their long-term financial aspirations, including retirement planning, wealth accumulation, estate management, and educational funding.

Joining Edward Jones means establishing and expanding your own practice, with support from your branch team, home-office staff, and fellow regional advisors.

You will benefit from a century of experience, with more offices across the U.S. and Canada than any other investment firm, serving over eight million clients.

Our financial advisors are essential partners, and we attribute much of our success to their diverse experiences and professional backgrounds.

We foster an inclusive environment where various perspectives contribute to achieving results. Financial advisors lead their branch teams to serve clients and fulfill the firm's mission.

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

At Edward Jones, you will have the opportunity to make a positive impact on clients' lives while working collaboratively to achieve their long-term financial objectives, allowing you to contribute meaningfully to your community.

Support and Training:
We provide comprehensive support throughout your journey, including:

  • Paid training to get registered and licensed, learning from the industry's leading training program.
  • A guaranteed salary for the initial four years as you develop your practice.
  • A firm-provided branch office in your community.
  • Branch office assistance to ease your workload, enabling you to focus on client relationships.
  • A robust support network extending from your branch to the regional and home office, ensuring you have a team of thousands backing you.

Benefits:
Our benefits package includes bonus potential, a 401K plan, and comprehensive health coverage.

You can also anticipate:

  • No cap on your earning potential, with compensation linked to your efforts.
  • A compensation structure that encompasses commissions, profit sharing, and incentive travel.
  • Flexibility to balance your personal and professional life.
  • A culture dedicated to continuous improvement and professional growth.

Key Responsibilities:

  • Establish relationships to attract new clients through various sourcing strategies, including face-to-face and virtual methods.
  • Gain a thorough understanding of clients' needs, priorities, and concerns to foster trust and create tailored, comprehensive strategies.
  • Manage branch operations to ensure a high-quality, streamlined client experience in accordance with firm policies and ethical standards.
  • Engage with the branch team to develop, monitor, and refine the branch business plan to enhance effectiveness and achieve desired outcomes.
  • Foster a collaborative environment within the branch, built on mutual trust, respect, feedback, and accountability.

Position Requirements:
Successful financial advisors exhibit a unique blend of ambition, self-motivation, and dedication to building long-term client relationships.

They grow the business by identifying and cultivating new clients while deepening relationships with existing clients through investment strategy reviews and implementation recommendations.

Essential Characteristics:

  • An interest in financial services and markets.
  • A passion for learning and overcoming challenges.
  • Proficiency in building long-term relationships.
  • Ability to think critically.
  • A drive for new opportunities.

Skills and Qualifications:
A bachelor's degree is preferred, or equivalent experience in the financial services sector. Relevant experience in financial services or sales is beneficial, along with necessary registrations, licenses, or certifications.

Licensing:
Obtaining SIE (which does not require firm sponsorship), Series 7, and Series 66 is necessary; if not currently registered, these can be acquired during the assigned paid study period at Edward Jones. FINRA registrations must be completed within three months, and state insurance licenses are also required.

As an associate, ongoing training provided by the firm and regulatory bodies is mandatory to maintain licenses in good standing.

Company Description:
Join a financial services firm that values your contributions. Edward Jones is a Fortune 500 company that prioritizes people. With over 8 million clients and 19,000 financial advisors across North America, we are proud to be privately owned, focusing on our clients rather than shareholder profits.

Our purpose is to partner for positive impact, enhancing the lives of our clients and colleagues while 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 recognized, respected, and supported, making this an ideal place to start or advance your career.

Awards and Recognition:
At Edward Jones, we strive to create an environment where everyone feels they belong. We take pride in our associates' contributions and the accolades we have received.

Position Type: Financial Advisor

EEO Statement:
Edward Jones is committed to equal opportunity and 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 law.

Recruiter: Homaira Abbasi

Salary Information:
We understand that building a business takes time, which is why we have developed a new compensation program for financial advisors that supports and rewards you as you acquire the skills and knowledge necessary for success in our client-focused business model.

This program includes trainee pay, supplemental salary for up to four years, commissions, and compensation for new assets gathered during the first five years.

Supplemental Starting Salary Range: $38,500 - $100,000