Financial Consultant

Job Overview

If you're considering a fresh direction in your career, becoming a financial consultant could be your ideal path. Financial consultants partner with clients to help them attain their long-term financial aspirations, including retirement planning, wealth accumulation, estate strategies, and funding education. By joining Edward Jones, you'll have the opportunity to grow your own practice, with support from a dedicated branch team, a home-office team, and fellow regional financial consultants. With a century of experience backing you, we take pride in our extensive presence in the U.S. and Canada, serving over eight million clients.

As a financial consultant, you will be a valued partner. Much of our success is rooted in the diverse experiences and professional backgrounds of our consultants. We foster an inclusive environment where varied perspectives contribute to achieving results. You will lead the branch team in providing excellent service to clients, thus fulfilling the firm's purpose. You will cultivate a deep understanding of clients' objectives to foster trust and help them stay on their financial path. At Edward Jones, you can positively influence clients’ lives and collaborate to meet their long-term financial goals, making a meaningful difference in your community.

What We Offer You:

• Comprehensive, paid training - Learn the ins and outs of being a financial consultant through the industry's top training program.
• Initial salary for the first five years as you establish your practice.
• A firm-provided office in your local community.
• Branch office support that allows you to concentrate on your clients.
• A supportive network ranging from your local branch to the regional and home office, helping you every step of the way.

Expect From Us:

• No limits on your earning potential; your compensation reflects your effort.
• A competitive compensation package with opportunities for commissions, profit sharing, and travel incentives.
• Work-life balance with flexibility in your schedule.
• A culture dedicated to continuous improvement and professional growth.

Key Responsibilities:

• Build relationships and create new clients through face-to-face and virtual strategies, including networking, referrals, and social media engagement.
• Understand clients' needs and priorities to build personalized, comprehensive financial strategies.
• Oversee branch operations to ensure a high-quality client experience that adheres to company policies and ethical guidelines.
• Engage your branch team in developing and adjusting business plans to enhance effectiveness and achieve goals.
• Create a collaborative environment founded on trust, respect, feedback, and accountability.

Characteristics of Successful Candidates:

• Interest in financial services and a desire to learn.
• Determined and motivated with a knack for relationship-building.
• Ability to think critically and tackle challenges.
• Passionate about discovering and seizing new opportunities.

Required Qualifications:

• A bachelor's degree is preferred, along with relevant experience in securities or financial services.
• Experience in financial services and/or sales.
• Registered or certified in financial services.
• Demonstrated career progression in a professional or military setting.

Licensing:

• SIE, Series 7, and Series 66 registrations are required; these can be obtained during your paid training at Edward Jones.
• FINRA registrations must be completed within three months, along with state insurance licenses.
• Continued training offered by the firm and regulatory bodies is mandatory to maintain good standing for licenses.

At Edward Jones, we strive to create a culture where every individual feels valued. We proudly celebrate our diverse workforce and the contributions of our consultants. Join us on our mission to improve the lives of our clients and enrich our communities.