Financial Advisor: Build Your Practice with Training & Support

Edward Jones

Cheshire (CT)

On-site

USD 60,000 - 100,000

Full time

7 days ago
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Benefits offered by this job

Paid training
Salary for first five years
Firm-provided branch office
Branch office support
Extensive regional/home office support

Job summary

Edward Jones invites you to join a partner-based financial services firm where advisors grow their practice with comprehensive training and licensing support. You will build relationships, advise clients, and collaborate with a large network of branch teams to deliver tailored financial solutions.

You’ll receive an extensive start-up support package, a commitment to your long-term growth, and a flexible framework designed to help you balance work with personal goals as you develop your client

Qualifications

  • Willing to complete registration and licensing through the firm's training program.

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 invites you to join a partner-based financial services firm where advisors grow their practice with comprehensive training and licensing support. You will build relationships, advise clients, and collaborate with a large network of branch teams to deliver tailored financial solutions.

You’ll receive an extensive start-up support package, a commitment to your long-term growth, and a flexible framework designed to help you balance work with personal goals as you develop your client

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