Financial Advisor - Career Change Opportunity

TieTalent; Prior Lake (MN); On-site; USD 45,000 - 100,000; Full time

Job summary

Join a leading company as a Financial Advisor, where you'll partner with clients to help them achieve their financial goals. With comprehensive training and support, you'll build your practice while benefiting from a flexible work culture and unlimited earning potential. Ideal candidates are motivated individuals with a strong interest in financial markets and client success.

Benefits

Paid training for licensing

Salary for the first five years

Firm-provided branch office

Branch office support

Opportunities for commissions and profit sharing

Comprehensive benefits package

Qualifications

• Bachelor's degree or relevant experience in securities/financial services.
• Experience in financial services or sales.
• Licensing: SIE, Series 7, Series 66, state insurance licenses.

Responsibilities

• Build relationships and acquire new clients through sourcing strategies.
• Understand client needs and create personalized strategies.
• Oversee branch processes for quality client experience.

Skills

Relationship-building

Critical thinking

Interest in financial markets

Education

Bachelor's degree or equivalent experience

Job description

Join to apply for the Financial Advisor - Career Change Opportunity role at TieTalent

1 day ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Job Overview

This job posting is anticipated to remain open for 30 days, from 06-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 industry-leading training programs.
• Salary for the first five years as you build your practice.
• A firm-provided branch office in your community.
• Branch office support to help you focus on your clients.
• A support network extending from your branch to your region and the home office.

What to Expect

• No ceiling to earning potential; compensation tied to effort.
• Opportunities for commissions, profit sharing, and incentive travel.
• Flexibility to balance personal and professional life.
• Culture of continuous professional development.

Key Responsibilities

• Build relationships and acquire new clients through various sourcing strategies.
• Understand client needs and create personalized strategies.
• Oversee branch processes to ensure quality client experience.
• Engage the team to develop and monitor the branch business plan.
• Create an environment of trust, respect, and accountability in the branch.

Qualifications and Licensing

• A bachelor's degree or equivalent experience in securities/financial services.
• Financial services or sales experience.
• Licensing: SIE, Series 7, Series 66, state insurance licenses, with ongoing training.

Benefits & Compensation

Comprehensive benefits including health, dental, vision, disability, life insurance, 401k, and tax-advantaged accounts. Compensation includes trainee pay, a supplemental salary, commissions, and asset gathering incentives, with a starting range of $45,000 - $100,000.

Ideal Candidate Traits

• Interest in financial markets and continuous learning.
• Strong relationship-building skills and critical thinking.
• Motivated, ambitious, and dedicated to client success.

Candidate Requirements

• At least one of the following: a bachelor's degree, financial services experience, licensing/certification, or relevant career progression.

Join Us

Edward Jones is a Fortune 500 company committed to diversity, inclusion, and community impact. We offer a supportive environment where your contributions are valued and your career can thrive. For more details, visit our benefits and about us pages.