Financial Advisor: Build Your Client-Centered Practice

Edward Jones

Merrill (WI)

On-site

USD 45,000 - 100,000

Full time

4 days ago
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Benefits offered by this job

Paid training
Salary for first five years
Branch office in community
Branch and regional support network
Independent practice with team backing

Job summary

Edward Jones invites you to start or grow your own financial advisory practice with the support of a nationwide branch network. You’ll help clients pursue retirement, wealth-building, and education goals while receiving robust training and a structured path to success.

As a financial advisor, you’ll be part of a privately-held, client‑centered culture that emphasizes integrity, service, and community impact across the U.S. and Canada.

Qualifications

  • Bachelor's degree strongly preferred or equivalent work-related experience.
  • Financial services and/or sales experience.
  • Financial services registration, licensing, or certification.
  • Professional and/or military career progression.

Responsibilities

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies.
  • Deeply understand clients' needs to accelerate trust and create personalized strategies.
  • Oversee branch processes to ensure a high-quality client experience in line with policies and regulations.
  • Engage the branch team to monitor and adjust the branch business plan.
  • Create a highly engaging environment in the branch with mutual trust and accountability.

Skills

Financial services interest
Relationship building
Continuous learning
Critical thinking
Opportunity mindset

Education

Bachelor's degree preferred or related experience

Job description

Edward Jones invites you to start or grow your own financial advisory practice with the support of a nationwide branch network. You’ll help clients pursue retirement, wealth-building, and education goals while receiving robust training and a structured path to success.

As a financial advisor, you’ll be part of a privately-held, client‑centered culture that emphasizes integrity, service, and community impact across the U.S. and Canada.

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