Financial Advisor: Build Your Own Client-Focused Practice

Edward Jones

Greenwood (IN)

On-site

USD 45,000 - 100,000

Full time

3 days ago
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Benefits offered by this job

Medical and prescription drug
Dental
Vision
401k retirement plan
Health savings account
Flexible spending account
Paid time off
Bonuses
Profit sharing
Travel Award Program
Employee Assistance Program
Flexible schedule
Parental leave

Job summary

Edward Jones is seeking a driven financial advisor trainee to build a personalized client practice backed by a nationwide support network. You will work with your branch and regional teams, learning to develop retirement and investment solutions while serving over multiple clients in your community.

Expect comprehensive paid training, a supplemental salary for up to five years, and a path to ownership with commissions and new assets-based pay.

Qualifications

  • Bachelor's degree or equivalent work experience in securities/financial services.
  • Experience in financial services and/or sales.
  • Licensing or certification in financial services.

Responsibilities

  • Build relationships to create new clients via in-person and virtual sourcing strategies.
  • Deeply understand clients' needs to craft personalized financial strategies.
  • Oversee branch processes to ensure high-quality client experience and compliance.
  • Engage the branch team to monitor and adjust the branch business plan.
  • Create a highly engaging environment in the branch built on trust and accountability.

Skills

Financial services experience
Sales experience
Licensing

Education

Bachelor's degree or equivalent

Job description

Edward Jones is seeking a driven financial advisor trainee to build a personalized client practice backed by a nationwide support network. You will work with your branch and regional teams, learning to develop retirement and investment solutions while serving over multiple clients in your community.

Expect comprehensive paid training, a supplemental salary for up to five years, and a path to ownership with commissions and new assets-based pay.

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