Apply on Employer Site

Natixis Investment Managers · 1 day ago

Edward Jones Consultant (West territory)

United States

Full-time

Remote

Mid Level

$153K/yr - $207K/yr

3+ years exp

Natixis Investment Managers is seeking an Edward Jones Consultant to join their Wealth Management sales team. The role involves building relationships with Edward Jones clients, collaborating with sales teams, and implementing marketing strategies to enhance brand awareness and educate clients on financial products.

Asset ManagementFinancial ServicesImpact Investing

Responsibilities

Serve as the “expert” on Edwards Jones structure, mission, goals, culture, compliance, and branch standards

Cultivate and nurture relationships with Edward Jones advisors and regional leaders

Collaborate with internal and external Natixis sales team to optimize sales and service opportunities

Implement tailored marketing and outreach strategies to further Natixis’ brand awareness and educate on our capabilities including SMAs, mutual funds, ETFs, direct indexing and portfolio construction

Deliver continuing education and other value add presentations via virtual and in person seminars

Stay informed on industry trends, competitor offerings and market dynamics to strategically position Natixis product and solutions

Partner with National Accounts to further Natixis’s partnership internally at Edward Jones

Qualification

FINRA SIESeries 7Series 63Sales experienceOrganizational navigationPresentation skillsCommunication skillsInterpersonal skills

Required

3-5 years related sales experience

FINRA SIE, Series 7 and 63 required

Excellent presentation skills

Strong communication and interpersonal skills, with a proficiency in articulating ideas and solutions

Ability to navigate intricate organizational structures and wield influence in the decision making process

Preferred

Familiarity of Edward Jones' culture and structure a plus

Benefits

Comprehensive medical, dental and vision insurance

Paid time off

401k plan

Tuition reimbursement

Student loan repayment program

Wellness benefits

Volunteer programs

Company

Natixis Investment Managers

Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers.

Founded in 1984

Paris, Ile-de-France, FRA

201-500 employees