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Financial Advisor - Career Change Opportunity

TieTalent

Paradise (NV)

On-site

USD 50,000 - 80,000

Full time

23 days ago

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Job summary

Join a leading company as a Financial Advisor, where you will help clients achieve their financial goals through personalized strategies. This role offers paid training, a supportive branch office, and unlimited earning potential, making a significant impact in your community.

Benefits

Paid training to get registered and licensed
Salary for the first five years as you build your practice
Firm-provided branch office
Flexible schedule for work-life balance
Continuous professional development

Qualifications

  • Bachelor's degree or equivalent experience in financial services.
  • Sales or financial services experience required.
  • Licensing including Series 7, Series 66, and state insurance licenses needed.

Responsibilities

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

Skills

Relationship-building
Self-motivation
Ambition
Passion for learning

Education

Bachelor's degree or equivalent experience in financial services

Job description

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Job Overview

This job posting is anticipated to remain open for 30 days, from 02-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, wealth building, 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 over 100 years of experience. We 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 value diverse professional backgrounds. We foster an inclusive environment where different viewpoints help us achieve results. Financial advisors lead branch teams to serve clients and contribute to the firm's purpose. They understand clients' goals to build trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their financial goals, making a difference in your community.

Support and Benefits

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

Additional Perks

  • Unlimited earning potential tied to your effort
  • Compensation includes commissions, profit sharing, and incentive travel
  • Flexible schedule for work-life balance
  • Continuous professional development and growth opportunities

Key Responsibilities

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

Qualifications and Skills

  • Bachelor's degree or equivalent experience in financial services
  • Sales or financial services experience
  • Licensing including Series 7, Series 66, and state insurance licenses
  • Strong relationship-building skills, ambition, self-motivation, and a passion for learning

Licensing and Certification

  • SIE (can be obtained without sponsorship), Series 7 and 66, and state licenses required within specified timeframes

About Us

Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 advisors across the U.S. and Canada. We prioritize our clients and our associates, fostering an inclusive, innovative environment. Join us to build a meaningful career where your contributions matter.

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