Financial Advisor

Edward Jones

Town of Dix (NY)

On-site

USD 60,000 - 120,000

Full time

9 days ago
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Job summary

Edward Jones seeks a Financial Advisor to deliver personalized investment advice, retirement planning, and wealth management to individual investors and small businesses. In this client-facing role, you will build and manage a book of business, develop tailored financial strategies, and provide ongoing guidance aligned with long‑term goals.

You’ll leverage Edward Jones’ training, research, and technology, collaborate with branch teams, and uphold strict compliance and ethical standards in a

Responsibilities

  • Deliver personalized investment advice, retirement planning, and wealth management to individual investors and small businesses.
  • Build and manage a book of business, developing tailored financial strategies aligned with long-term goals.
  • Leverage Edward Jones’ training, research, and technology, and collaborate with branch teams while upholding compliance and ethical standards.

Job description

Edward Jones seeks a Financial Advisor to deliver personalized investment advice, retirement planning, and wealth management to individual investors and small businesses. In this client-facing role, you will build and manage a book of business, develop tailored financial strategies, and provide ongoing guidance aligned with long‑term goals. You’ll leverage Edward Jones’ training, research, and technology, collaborate with branch teams, and uphold strict compliance and ethical standards in a relationship‑driven, supportive culture with strong growth opportunities.

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