Financial Advisor — Build Your Client-Centered Practice

Edward Jones; Fort Myers (FL); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical and dental benefits

401(k) retirement plan

Flexible spending account

Employee Assistance Program

Job summary

Edward Jones is looking for a financial advisor in Fort Myers, Florida, to build relationships and create comprehensive strategies for clients. This role offers significant earning potential with a compensation range of $50,000 to $125,000 and a comprehensive benefits package.

Candidates should possess Series 7 and Series 66 licenses, with preferred designations like CFP® or CRPC®. Success in this role requires excellent communication skills and adaptability, along with a passion for financial advising.

Qualifications

• Experience in financial services with strong client interactions.
• In-depth knowledge of investment products and services.
• Proven track record of success in financial advising.

Responsibilities

• Build relationships with new clients via various sourcing strategies.
• Understand client needs to create personalized strategies.
• Oversee branch processes to ensure high-quality client experiences.
• Engage team to adjust branch business plans for effectiveness.

Skills

Strong communication skills

Self-starter

Long-term relationship building

Critical thinking

Adaptability to new information

Education

Series 7 and Series 66 licenses

State insurance licenses preferred

Professional designations like CFP®, CRPC®

Job description

Edward Jones is looking for a financial advisor in Fort Myers, Florida, to build relationships and create comprehensive strategies for clients. This role offers significant earning potential with a compensation range of $50,000 to $125,000 and a comprehensive benefits package.

Candidates should possess Series 7 and Series 66 licenses, with preferred designations like CFP® or CRPC®. Success in this role requires excellent communication skills and adaptability, along with a passion for financial advising.