Financial Advisor — Build Your Client-Centered Practice

Edward Jones

Winston-Salem (NC)

On-site

USD 50,000 - 125,000

Full time

14 days+

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Benefits offered by this job

Health insurance
401(k) retirement plan
Flexible spending account
Employee Assistance Program

Job summary

Edward Jones is seeking a Financial Advisor in Winston-Salem, NC, to build a practice with support from regional and home office teams. The successful candidate will nurture client relationships, create personalized financial strategies, and engage with a branch team to enhance business effectiveness.

The role features significant earning potential starting from $50,000 up to $125,000, with a comprehensive benefits package including health and 401(k). Ideal applicants should possess Series 7 and 66 licenses, with a strong background in financial services.

Qualifications

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

Responsibilities

  • Build relationships to create new clients.
  • Understand clients' needs to create personalized strategies.
  • Oversee branch processes for client experience.
  • Engage team in business planning.
  • Create a trustworthy branch environment.
  • Complete ongoing training for licensing.

Skills

Strong communication skills
Self-starter
Long-term relationship building
Critical thinking

Education

Series 7 and Series 66
State insurance licenses
CFP®
CERTIFIED FINANCIAL PLANNER™
CRPC®
Chartered Retirement Planning Counselor™

Job description

Edward Jones is seeking a Financial Advisor in Winston-Salem, NC, to build a practice with support from regional and home office teams. The successful candidate will nurture client relationships, create personalized financial strategies, and engage with a branch team to enhance business effectiveness.

The role features significant earning potential starting from $50,000 up to $125,000, with a comprehensive benefits package including health and 401(k). Ideal applicants should possess Series 7 and 66 licenses, with a strong background in financial services.

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