Financial Advisor — Build Your Client-Centered Practice

Edward Jones; South Bend (IN); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) retirement plan

Employee Assistance Program

Flexibility in work-life balance

Job summary

Edward Jones in South Bend, Indiana, is looking for a Financial Advisor to join their team. In this role, you'll build your own practice with support from both regional and home office teams. Responsibilities include developing client relationships and personalizing strategies to help clients achieve their financial goals.

The successful candidate will have strong communication skills, experience in financial services, and required qualifications such as Series 7 and Series 66 licenses. Edward Jones offers a competitive compensation package and comprehensive benefits.

Qualifications

• Experience in financial services working with clients and in-depth knowledge of investment products.
• Track record of success in building client relationships.
• Comfortable working in a challenging environment.

Responsibilities

• Build relationships to create new clients via various sourcing strategies.
• Understand clients’ needs to create personalized strategies.
• Engage the branch team to monitor and adjust the branch business plan.
• Complete ongoing training to maintain required registrations.

Skills

Strong communication skills

Long-term relationship building

Critical thinking

Adaptability to new information

Education

Series 7 and Series 66

State insurance licenses

Preferred professional designations (CFP®, CRPC®)

Job description

Edward Jones in South Bend, Indiana, is looking for a Financial Advisor to join their team. In this role, you'll build your own practice with support from both regional and home office teams. Responsibilities include developing client relationships and personalizing strategies to help clients achieve their financial goals.

The successful candidate will have strong communication skills, experience in financial services, and required qualifications such as Series 7 and Series 66 licenses. Edward Jones offers a competitive compensation package and comprehensive benefits.