Financial Advisor - Career Change Opportunity

TieTalent; New York (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading company in financial services is seeking a Financial Advisor to join their team in Staten Island, New York. This role offers an opportunity to build your own practice with extensive training and support, focusing on helping clients achieve their financial goals. Candidates should possess a bachelor's degree or equivalent experience, and will benefit from a flexible work environment and unlimited earning potential through commissions and incentives.

Benefits

Paid training to get registered and licensed

Salary for the first five years as you build your practice

Firm-provided branch office in your community

Branch support to help you focus on clients

Vast support network from your branch to the home office

Qualifications

• Candidates should have a bachelor's degree or equivalent experience.
• Financial services or sales experience is preferred.
• Licensing requirements include SIE, Series 7, Series 66, and state insurance licenses.

Responsibilities

• Build relationships through face-to-face and virtual sourcing strategies.
• Understand clients' needs to create personalized financial strategies.
• Oversee branch processes to ensure high-quality client experience.

Skills

Client Relationship Management

Financial Strategy Development

Sales Skills

Education

Bachelor's Degree or Equivalent Experience

Job description

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Job Overview

This job posting is anticipated to remain open for 30 days, from 09-May-2025. The posting may close early due to the volume of applicants.

About the Role

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

Support and Benefits

• Paid training to get registered and licensed, with top industry training¹.
• Salary for the first five years as you build your practice².
• A firm-provided branch office in your community.
• Branch support to help you focus on clients.
• A vast support network from your branch to the home office.

What You Can Expect

• Unlimited earning potential tied to your effort.
• Compensation including commissions, profit sharing, and incentives.
• Flexibility to balance personal and professional life.
• Continuous professional development and growth opportunities.

Key Responsibilities

• Build relationships through face-to-face and virtual sourcing strategies.
• Understand clients' needs to create personalized financial strategies.
• Oversee branch processes to ensure high-quality client experience.
• Engage the team to monitor and improve branch business plans.
• Create an environment of trust, respect, and accountability.

Qualifications and Licensing

Candidates should have at least one of the following:

• A bachelor's degree or equivalent experience.
• Financial services or sales experience.
• Financial services registration, licensing, or certification.
• Professional or military career progression.

Licensing requirements include SIE, Series 7, Series 66, and state insurance licenses, with ongoing training to maintain licenses.

Additional Information

Edward Jones is committed to diversity and inclusion. We are a Fortune 500 company serving over 9 million clients with over 20,000 financial advisors across the U.S. and Canada. Our purpose is to partner for positive impact to improve lives and communities.

Location: Staten Island, New York

Job Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Technology, Information and Internet