Financial Advisor: Build Your Client-First Practice

Edward Jones

Bellingham (WA)

On-site

USD 45,000 - 100,000

Full time

3 days ago
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Benefits offered by this job

Job summary

Edward Jones in the United States is seeking a Financial Advisor to help clients achieve long-term goals through personalized financial solutions. You’ll develop your own practice with support from a branch team, a home-office team, and regional advisors, backed by 100 years of history.

You’ll benefit from paid training, a structured compensation mix including commissions and a supplemental salary for up to five years, and a path to growth across a nationwide network.

Qualifications

  • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry.
  • 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 (residential, business, referrals, social media).
  • Understand clients' needs to accelerate trust and create personalized strategies.
  • Oversee branch processes to ensure high-quality, streamlined client experience.
  • Engage the branch team to create and adjust the branch business plan.
  • Create an engaging branch environment built on trust and accountability.

Skills

Financial services experience
Sales experience

Education

Bachelor's degree or equivalent work-related experience in securities/financial services

Job description

Edward Jones in the United States is seeking a Financial Advisor to help clients achieve long-term goals through personalized financial solutions. You’ll develop your own practice with support from a branch team, a home-office team, and regional advisors, backed by 100 years of history.

You’ll benefit from paid training, a structured compensation mix including commissions and a supplemental salary for up to five years, and a path to growth across a nationwide network.

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