Financial Advisor — Grow a Client‑Focused Practice

Edward Jones; Bozeman (MT); Vor Ort; USD 50.000 - 125.000; Vollzeit

Benefits dieser Stelle

Medical & prescription

Dental & vision

401k retirement plan

Paid time off

Zusammenfassung

Edward Jones, a Fortune 500 financial services firm, invites you to develop and grow your own practice with branch associates, a home-office team, and a network of regional financial advisors. You’ll build relationships, understand client needs, and deliver personalized strategies while following firm policies, regulatory guidelines, and ongoing training to maintain licenses.

Join a company that values inclusion and belonging and offers a compensation mix with salary, commissions, and potential

Qualifikationen

• Series 7 and Series 66 required.
• Experience in financial services with client work.
• State insurance licenses preferred.
• Preferred CFP/CERTIFIED FINANCIAL PLANNER/CRPC designations.

Aufgaben

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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.
• As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Jobbeschreibung

Edward Jones, a Fortune 500 financial services firm, invites you to develop and grow your own practice with branch associates, a home-office team, and a network of regional financial advisors. You’ll build relationships, understand client needs, and deliver personalized strategies while following firm policies, regulatory guidelines, and ongoing training to maintain licenses.

Join a company that values inclusion and belonging and offers a compensation mix with salary, commissions, and potential