Experienced Financial Advisor: Grow Your Client Practice

Edward Jones

Virginia Beach (VA)

On-site

USD 50,000 - 125,000

Full time

14 days+
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Benefits offered by this job

Bonuses
Profit sharing
Incentive travel
Flexible schedule
Paid time off

Job summary

Edward Jones, a Fortune 500 financial services firm, invites motivated professionals to join as a financial advisor. You’ll build and grow your own practice with strong support from a vast network and branch teams.

You’ll develop personalized financial strategies, meet with clients or via virtual sources, and work within regulatory guidelines while earning competitive compensation with bonuses and profit sharing.

Qualifications

  • Licenses Series 7 and Series 66 are required.
  • Experience in financial services with clients and investment products.
  • State insurance licenses preferred; CFP/CRP/CERTIFIED FINANCIAL PLANNER designation desirable.

Responsibilities

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies.
  • Understand clients' needs and priorities to develop personalized strategies.
  • Oversee branch processes to ensure a high-quality client experience.
  • Engage the branch team to implement the branch business plan.
  • Create an engaging environment in the branch with trust and accountability.
  • Complete ongoing training and maintain registrations and licenses in good standing.
  • Operate from a firm-provided branch office in the community.
  • Provide client support to lighten the load so you can focus on clients.
  • Leverage a broad support network from client support to home office.

Skills

Strong communications
Self-starter
Relationship building
Analytical thinking

Education

Series 7 and Series 66 licenses required
CFP or CRPC or CERTIFIED FINANCIAL PLANNER designation desirable

Job description

Edward Jones, a Fortune 500 financial services firm, invites motivated professionals to join as a financial advisor. You’ll build and grow your own practice with strong support from a vast network and branch teams.

You’ll develop personalized financial strategies, meet with clients or via virtual sources, and work within regulatory guidelines while earning competitive compensation with bonuses and profit sharing.

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