Financial Advisor: Build Your Own Client Practice

Edward Jones

Huxley (IA)

On-site

USD 60,000 - 90,000

Full time

5 days ago
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Job summary

Edward Jones seeks motivated individuals to start a rewarding career as a financial advisor. With a century of client‑focused service, the firm supports you with training, a branch team, and a home office network to help you build your practice.

You’ll develop personalized financial strategies for clients, learn through extensive training, and grow with a firm that prioritizes clients and community impact. A strong aptitude for relationship building is essential.

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.

Job description

Edward Jones seeks motivated individuals to start a rewarding career as a financial advisor. With a century of client‑focused service, the firm supports you with training, a branch team, and a home office network to help you build your practice.

You’ll develop personalized financial strategies for clients, learn through extensive training, and grow with a firm that prioritizes clients and community impact. A strong aptitude for relationship building is essential.

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