Financial Advisor: Build Your Practice with Training

Edward Jones

Lafayette (LA)

Presencial

USD 45 000 - 100 000

Tempo integral

há 5 horas
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Vantagens oferecidas por esta oferta de emprego

401k retirement plan
Medical and prescription drug coverage
Paid time off and bonuses

Resumo da oferta

Edward Jones is seeking a financial advisor to help clients achieve long‑term goals through personalized financial strategies. You will build relationships, prefer a client-first approach, and work with branch and home-office teams to support growth and compliance.

Training and licensing are provided as part of the role, with compensation tied to performance. The position offers a strong pathway to build your own client practice within Edward Jones’ extensive network and a community-focused

Qualificações

  • Bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry.
  • Experience in financial services and/or sales.
  • Licensing or certification in financial services (e.g., SIE, Series 7/66) will be required.

Responsabilidades

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies.
  • Understand clients' needs to create personalized financial strategies.
  • Oversee branch processes to ensure a high-quality client experience and regulatory compliance.
  • Engage the branch team to implement the branch business plan and drive results.
  • Foster a collaborative and accountable branch environment.

Conhecimentos

Client relationships
Sales experience
Financial services knowledge
Licensing knowledge

Formação académica

Bachelor's degree or higher

Descrição da oferta de emprego

Edward Jones is seeking a financial advisor to help clients achieve long‑term goals through personalized financial strategies. You will build relationships, prefer a client-first approach, and work with branch and home-office teams to support growth and compliance.

Training and licensing are provided as part of the role, with compensation tied to performance. The position offers a strong pathway to build your own client practice within Edward Jones’ extensive network and a community-focused

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