Financial Advisor - Build Your Practice & Impact

Edward Jones; Boise (ID); On-site; USD 60,000 - 90,000; Full time

Job summary

Edward Jones is seeking a financial advisor to build and manage your own client practice, supported by a branch team, home-office resources, and regional financial advisors.

You'll learn and be licensed through a top training program, then grow your practice with the support of thousands of colleagues across the U.S. and Canada, delivering personalized financial solutions and shaping your clients' futures.

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 a financial advisor to build and manage your own client practice, supported by a branch team, home-office resources, and regional financial advisors.

You'll learn and be licensed through a top training program, then grow your practice with the support of thousands of colleagues across the U.S. and Canada, delivering personalized financial solutions and shaping your clients' futures.