Financial Advisor: Build Your Client Practice with Strong Support

Edward Jones; Grand Forks (ND); On-site; USD 55,000 - 90,000; Full time

Job summary

Edward Jones, a Fortune 500 financial services firm, seeks a financial advisor to build and grow a personal practice with support from a home-office team and regional advisors. You will work from a branch office to deliver tailored financial strategies, manage client relationships, and contribute to branch performance.

You’ll engage with clients to understand goals, stay compliant with regulatory requirements, and participate in ongoing training to maintain licenses and stay current in the

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
• As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
• A firm-provided branch office in the community.
• Client support to help lighten the load so you can focus on your clients.
• A support network that extends from your client support team office to your region to the home office – You’ll work independently but will have a team of thousands backing you every step of the way.

Job description

Edward Jones, a Fortune 500 financial services firm, seeks a financial advisor to build and grow a personal practice with support from a home-office team and regional advisors. You will work from a branch office to deliver tailored financial strategies, manage client relationships, and contribute to branch performance.

You’ll engage with clients to understand goals, stay compliant with regulatory requirements, and participate in ongoing training to maintain licenses and stay current in the