Financial Advisor - Career Change Opportunity at Edward Jones jobs in United States
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hackajob · 10 hours ago

Financial Advisor - Career Change Opportunity at Edward Jones

Edward Jones is a Fortune 500 company focused on financial services, seeking individuals interested in a career as a financial advisor. In this role, you will partner with clients to help them achieve their long-term financial goals while developing your own practice with support from a dedicated team.

Artificial Intelligence (AI)Generative AIHuman ResourcesRecruitingSoftware

Responsibilities

Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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

Qualification

Financial services experienceFinancial services registrationBachelor's degreeSales experienceChallengesAmbitionPassion for opportunitiesRelationship buildingCritical thinkingSelf-motivation

Required

An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period
FINRA registrations required within three months
State insurance licenses will be required
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing

Preferred

A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression

Benefits

Medical and prescription drug
Dental
Vision
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Disability income continuation
Basic life
Basic AD&D coverage
401k retirement plan
Health savings account
Flexible spending account
Paid sick leave
Paid time off
Bonuses
Profit sharing
Paid medical and parental leave
Participation in the firm's Travel Award Program
Employee Assistance Program

Company

hackajob

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The AI-native tech hiring platform trusted by enterprises, scale-ups, and 1M+ tech professionals worldwide.

Funding

Current Stage
Growth Stage
Total Funding
$33M
Key Investors
Volition CapitalDowning VenturesTechstars
2023-05-03Series B· $25M
2018-10-25Series A· $6.7M
2017-03-31Seed· $0.58M

Leadership Team

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Mark Chaffey
CEO
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Phil Kell
VP - Marketplace
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Company data provided by crunchbase