Financial Advisor: Build Your Own Client-Cocused Practice

Edward Jones; Detroit (MI); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

401k retirement plan

Paid sick leave

Paid time off

Bonuses

Profit sharing

Travel Award Program

Job summary

Edward Jones in Detroit, MI is seeking a diligent financial advisor to build relationships with clients and develop personalized financial strategies. You’ll be supported by a broad network of branch associates, a home-office team, and regional advisors to help clients reach their long-term goals.

The role emphasizes client service, ongoing training for licenses, and a performance-driven compensation plan tied to your effort.

Qualifications

• Series 7 and Series 66 licenses required
• State insurance licenses preferred
• CFP/CERTIFIED FINANCIAL PLANNER or CRPC/Chartered Retirement Planning Counselor designations preferred

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies
• Deeply understand clients' needs, priorities, and concerns to accelerate trust and create personalized strategies
• Oversee branch processes, roles, and responsibilities to ensure a high-quality client experience
• Engage the branch team to create, monitor, and adjust the branch business plan
• Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability
• Complete ongoing training offered by the firm and regulatory authorities to maintain registrations and licenses
• 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 client support to home office with thousands backing you

Skills

Strong communications skills

Self-starter

Relationship building

Critical thinking

Learning mindset

Education

Series 7 license

Series 66 license

State insurance licenses preferred

CFP or CRPC or Chartered Retirement Planning Counselor designations preferred

Job description

Edward Jones in Detroit, MI is seeking a diligent financial advisor to build relationships with clients and develop personalized financial strategies. You’ll be supported by a broad network of branch associates, a home-office team, and regional advisors to help clients reach their long-term goals.

The role emphasizes client service, ongoing training for licenses, and a performance-driven compensation plan tied to your effort.