Experienced Financial Advisor — Build Your Client Practice

Edward Jones; Montgomery (AL); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision

401k

Paid time off

Bonuses

Job summary

Edward Jones, a Fortune 500 financial services firm, invites you to join as a financial advisor and build your own practice with support from a branch network and regional teams.

As an advisor, you'll develop client relationships, provide personalized investment guidance, and help clients reach long-term goals while benefiting from a comprehensive benefits package and earning potential that includes salary plus incentives.

Qualifications

• Series 7 and Series 66 required.
• Experience in financial services with clients and knowledge of investment products.
• State insurance licenses preferred.
• CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor desirable.

Responsibilities

• Build client relationships through face-to-face and virtual sourcing.
• Understand client needs to develop personalized strategies.
• Oversee branch processes to ensure high-quality client experience.
• Engage branch team to implement and monitor business plans.
• Complete ongoing training to maintain registrations and licenses.
• Provide client support and a broad network of resources.

Skills

Strong communications

Self-starter

Relationship building

Critical thinking

Adaptable

Education

Series 7 and Series 66

Tools

CFP designation

CRPC designation

Job description

Edward Jones, a Fortune 500 financial services firm, invites you to join as a financial advisor and build your own practice with support from a branch network and regional teams.

As an advisor, you'll develop client relationships, provide personalized investment guidance, and help clients reach long-term goals while benefiting from a comprehensive benefits package and earning potential that includes salary plus incentives.