Financial Advisor: Build Your Client-First Practice

Edward Jones; Panama City (FL); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

401(k) retirement plan

Flexible scheduling options

Employee Assistance Program

Potential bonuses and profit sharing

Job summary

A leading financial services firm is seeking a Financial Advisor to help clients achieve their long-term goals. This role focuses on building client relationships through face-to-face and virtual strategies. Successful candidates will have a strong commitment to client service, alongside ambition and self-motivation. This position provides a unique opportunity to build a practice with complete support from the firm, alongside an attractive compensation structure tied to performance, including bonuses and profit sharing.

Qualifications

• Experience in financial services with a successful track record.
• In-depth knowledge of investment products and services.
• Passion for learning and determination to succeed.

Responsibilities

• Build relationships with new clients through various sourcing strategies.
• Create personalized strategies to help clients achieve goals.
• Engage the branch team to enhance business effectiveness.

Skills

Strong communication skills

Self-motivation

Long-term relationship building

Critical thinking

Adaptability

Education

Series 7 and Series 66 certifications

State insurance licenses

Professional designations (CFP®, CRPC™)

Job description

A leading financial services firm is seeking a Financial Advisor to help clients achieve their long-term goals. This role focuses on building client relationships through face-to-face and virtual strategies. Successful candidates will have a strong commitment to client service, alongside ambition and self-motivation. This position provides a unique opportunity to build a practice with complete support from the firm, alongside an attractive compensation structure tied to performance, including bonuses and profit sharing.