Financial Advisor: Build Your Independent Practice & Income

Edward Jones; Crivitz (WI); On-site; USD 45,000 - 100,000; Full time

Benefits offered by this job

401k retirement plan

Bonuses

Paid time off

Job summary

Edward Jones is seeking talented individuals to become financial advisors in Wisconsin, offering a structured training program and a path to build a personal practice with substantial earning potential. You’ll work with clients to develop long-term financial strategies and collaborate with a broad support network across the firm.

Expected compensation includes a trainee pay plus a supplemental salary for up to five years, with commissions and new assets-based compensation as you grow the

Qualifications

• 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 strategies (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 them 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.

Job description

Edward Jones is seeking talented individuals to become financial advisors in Wisconsin, offering a structured training program and a path to build a personal practice with substantial earning potential. You’ll work with clients to develop long-term financial strategies and collaborate with a broad support network across the firm.

Expected compensation includes a trainee pay plus a supplemental salary for up to five years, with commissions and new assets-based compensation as you grow the