Financial Advisor - Career Change Opportunity

TieTalent; Shakopee (MN); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial services firm is seeking Financial Advisors to help clients achieve their financial goals. This role offers paid training, a supportive branch environment, and unlimited earning potential through commissions and profit sharing. Ideal candidates will have a bachelor's degree and experience in financial services or sales.

Benefits

Paid training to get registered and licensed

Salary for the first five years as you build your practice

Unlimited earning potential tied to your effort

Flexibility to balance personal and professional life

Continuous professional development

Qualifications

• Experience in financial services or sales is preferred.
• Licensing or certification in financial services is required.
• Professional or military career progression is valued.

Responsibilities

• Build relationships and acquire new clients through various sourcing strategies.
• Understand clients' needs to create personalized financial strategies.
• Engage the team to develop and monitor the branch business plan.

Skills

Client Relationship Management

Financial Strategy Development

Sales

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 01-May-2025. The posting may close early due to the volume of applicants.

About the Role

If you are at a professional crossroads, a career as a financial advisor may be ideal. Financial advisors partner with clients to help achieve their long-term financial goals such as retirement, wealth building, estate planning, and education funding. 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 regional advisors. With over 100 years of history, Edward Jones has more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

We value the diverse backgrounds of our financial advisors and foster an inclusive environment. Advisors lead their branch teams to serve clients effectively, understanding their goals to build trust and help them stay on track. Edward Jones is committed to positively impacting clients' lives and communities.

Support and Benefits

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

Additional Perks

• Unlimited earning potential tied to your effort
• Compensation including commissions, profit sharing, and incentive travel
• Flexibility to balance personal and professional life
• Continuous professional development and a culture of improvement

Key Responsibilities

• Build relationships and acquire new clients through various sourcing strategies
• Understand clients' needs to create personalized financial strategies
• Oversee branch processes ensuring high-quality client experiences
• Engage the team to develop and monitor the branch business plan
• Create a trustworthy, respectful, and accountable branch environment

Qualifications

• A bachelor's degree or equivalent experience in financial services
• Experience in financial services or sales
• Licensing or certification in financial services
• Professional or military career progression

Licensing Requirements

• SIE, Series 7, Series 66, and state insurance licenses required within specified timeframes

About Us

Edward Jones is a Fortune 500 company with a focus on people and community. With over 9 million clients and 20,000 advisors across the U.S. and Canada, we prioritize our clients and community impact. We are committed to diversity, inclusion, and creating a supportive environment for all employees.