Edward Jones · 20 hours ago

US Experienced Financial Advisor

United States

Full-time

Remote

Mid Level

$50K/yr - $125K/yr

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Responsibilities

Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).

Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.

Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.

Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.

As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

A firm-provided branch office in the community.

Client support to help lighten the load so you can focus on your clients.

A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Series 7Series 66Financial services experienceInvestment products knowledgeState insurance licensesCFP®CERTIFIED FINANCIAL PLANNER™CRPC™Passion for opportunitiesLong-term relationship building