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Financial Consultant

2 weeks ago

Tupelo, MS, United States Edward Jones Full time

Job Overview

Are you ready for a rewarding career as a financial consultant? This opportunity allows you to make a significant impact on clients' financial futures by helping them achieve their long-term goals, including retirement, wealth building, and education funding. As a financial consultant with Edward Jones, you will build and develop your own practice with the support of a dedicated branch team and an extensive network of professionals. Join us in serving over eight million clients across the U.S. and Canada, backed by over 100 years of industry experience.

Support and Resources

We prioritize your success. From day one, our comprehensive support includes:

  • Paid training to obtain necessary registrations and licenses, featuring the industry's top training program.
  • A paid salary for the first five years while you grow your practice.
  • A fully-equipped branch office in your community.
  • Assistance from branch office staff, allowing you to focus on serving your clients.
  • A vast support network connecting you to thousands of professionals while maintaining your independence.

What to Expect

You can anticipate:

  • No limit on your earning potential; compensation is directly related to your efforts.
  • A competitive compensation package including commission opportunities and profit sharing.
  • Flexibility in how you manage your personal and professional life.
  • A culture that encourages continuous growth and professional development.

Key Responsibilities

You will be responsible for:

  • Establishing strong relationships to secure new clients through various means, including networking and social media.
  • Understanding and addressing clients' needs and concerns to build trust and develop customized financial strategies.
  • Ensuring a streamlined, high-quality client experience by adhering to firm policies and regulations.
  • Collaborating with your branch team to implement and monitor business strategies.
  • Creating an inclusive and positive branch environment based on trust and accountability.

Benefits

Edward Jones offers a rich compensation and benefits package, including:

  • Medical, dental, and vision plans, along with optional coverage like accidental, hospital indemnity, and critical illness insurance.
  • A robust 401k retirement plan and other tax-advantaged accounts.
  • Flexible scheduling, paid sick leave, and paid time off.
  • Eligibility for bonuses, profit sharing, and participation in our Travel Award Program.

Candidate Profile

Ideal candidates possess a blend of ambition and self-motivation, demonstrating a commitment to forming lasting client relationships. Success in this role requires:

  • A genuine interest in financial services and markets.
  • A love for learning and overcoming challenges.
  • Strong skills in relationship building.
  • The ability to think critically and creatively.
  • A passion for seizing new opportunities.

Qualifications

Candidates should meet at least one of the following:

  • A bachelor's degree (preferred) or related work experience in the financial services industry.
  • Experience in financial services or sales.
  • Relevant financial services licenses or certifications.
  • A progressive career in a professional or military setting.

Licensing Requirements

Licenses needed include:

  • Securities Industry Essentials (SIE) exam, Series 7, and Series 66.
  • Registration with FINRA within three months of employment.
  • State insurance licenses as required.

If you are excited about making a difference in clients' financial lives while enjoying a fulfilling career, we invite you to apply. Edward Jones is committed to building an inclusive workforce that reflects the diversity of our clients and communities.