Financial Advisor: Build Client Wealth & Growth

Edward Jones; Lakewood (CO); On-site; USD 45,000 - 100,000; Full time

Benefits offered by this job

Paid training

Branch office support

Flexible work-life balance

Compensation package with commissions

Job summary

A leading financial services firm is seeking a Financial Advisor in Lakewood, Colorado. In this role, you'll build relationships with clients using face-to-face and virtual strategies, understand their needs, and create personalized financial strategies. The firm offers a comprehensive training program and support network to help you succeed. Competitive compensation with no earning ceiling and multiple benefits included.

Qualifications

• Strong preference for a bachelor's degree or equivalent experience in financial services.
• Experience in financial services or sales is valuable.
• Required to obtain financial services licenses.

Responsibilities

• Build relationships to attract new clients.
• Understand clients' needs and create personalized strategies.
• Ensure a high-quality, streamlined client experience.
• Engage the branch team to increase business effectiveness.
• Create an environment of mutual trust and respect.

Skills

Interest in financial services

Love of learning and challenges

Relationship building

Critical thinking

Passion for new opportunities

Education

Bachelor's degree or equivalent work-related experience

Tools

Financial services registration

Licensing (SIE, Series 7, Series 66)

Job description

A leading financial services firm is seeking a Financial Advisor in Lakewood, Colorado. In this role, you'll build relationships with clients using face-to-face and virtual strategies, understand their needs, and create personalized financial strategies. The firm offers a comprehensive training program and support network to help you succeed. Competitive compensation with no earning ceiling and multiple benefits included.