Financial Advisor

1 day ago


Palm City, Florida, United States Edward Jones Full time
Job Overview

As a financial advisor with Edward Jones, you will have the opportunity to partner with clients to help them achieve their long-term financial goals. This includes retirement planning, building wealth, estate strategies, and funding education. You will work closely with your branch team, home-office team, and regional financial advisors to develop and grow your own practice.

Key Responsibilities
  • Build relationships with clients to create new business opportunities through face-to-face and virtual sourcing strategies.
  • Deeply understand clients' needs, priorities, and concerns to accelerate trust and create personalized financial solutions.
  • Oversee branch processes and ensure a high-quality, streamlined client experience consistent with firm policies and procedures.
  • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Benefits

As a financial advisor with Edward Jones, you will have access to a comprehensive benefits package, including bonus potential, 401K, and comprehensive health benefits. You will also have the opportunity to earn commissions and participate in profit-sharing programs. Additionally, you will have the flexibility to balance your personal and professional life, with a culture of continuous improvement and professional development.

Requirements

To be successful as a financial advisor with Edward Jones, you will need to have a strong interest in financial services and markets, as well as a passion for learning and challenges. You will also need to be skilled in long-term relationship building, comfortable with critical thinking, and able to work independently. A bachelor's degree is strongly preferred, or equivalent work-related experience within the securities/financial services industry. Financial services registration, licensing, or certification is also required.


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