Financial Advisor — Build Your Client-Centered Practice

Edward Jones; Rockford Township (IA); Sur place; USD 50 000 - 125 000; Plein temps

Avantages offerts par ce poste

Medical benefits

401(k) retirement plan

Flexible spending account

Employee Assistance Program

Résumé du poste

Edward Jones in Rockford Township, Iowa seeks a financial advisor to build their own practice, supported by dedicated teams. Responsibilities include creating new client relationships through various strategies, understanding client needs, and managing branch operations.

Desired qualifications include Series 7 and 66 certifications, experience in financial services, and a track record of success. The compensation ranges from $50,000 to $125,000 with significant earning potential through bonuses and profit sharing.

Qualifications

• Experience in financial services working with clients.
• In-depth knowledge of investment products and services.
• Track record of success in financial advising.

Responsabilités

• Build relationships to create new clients via various sourcing strategies.
• Understand clients’ needs to create personalized strategies.
• Oversee branch processes for a high-quality client experience.
• Engage the branch team to increase effectiveness and achieve results.
• Complete ongoing required training and maintain licenses.

Connaissances

Strong communication skills

Self-starter

Relationship building

Critical thinking

Adaptability

Formation

Series 7 and Series 66 certifications

Insurance licenses

CFP® or similar designations

Description du poste

Edward Jones in Rockford Township, Iowa seeks a financial advisor to build their own practice, supported by dedicated teams. Responsibilities include creating new client relationships through various strategies, understanding client needs, and managing branch operations.

Desired qualifications include Series 7 and 66 certifications, experience in financial services, and a track record of success. The compensation ranges from $50,000 to $125,000 with significant earning potential through bonuses and profit sharing.