Financial Advisor: Grow Your Client-Focused Practice

Edward Jones; Raleigh (NC); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

401k retirement plan

Paid time off

Health insurance

Job summary

Edward Jones in the United States is seeking a Financial Advisor to build a personal practice with support from branch and regional teams. You’ll develop personalized strategies for clients, grow your book of business, and deliver comprehensive financial planning with a focus on long-term relationships.

You’ll benefit from extensive training and regulatory compliance guidance while earning through a blended mix of salary, commissions, and asset-based compensation.

Qualifications

• Strong communications skills and client-focused approach.
• Experience in financial services with investment products knowledge.
• Licensing and registrations required or preferred as noted.

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies.
• Understand clients' needs to create personalized, comprehensive strategies.
• Oversee branch processes to ensure high-quality client experience and compliance.
• Engage the branch team to monitor and adjust the branch business plan.
• Create an engaging environment in the branch with mutual trust and accountability.
• Complete ongoing training to maintain registrations and licenses.
• Leverage a firm-provided branch office in the community.
• Provide client support to lighten load and focus on clients.
• Operate within a broad support network from client support to home office.

Skills

Client relationship building

Communication skills

Sales and advisory skills

Regulatory compliance awareness

Education

Series 7 and Series 66 required

State insurance licenses preferred

CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ designation preferred

Job description

Edward Jones in the United States is seeking a Financial Advisor to build a personal practice with support from branch and regional teams. You’ll develop personalized strategies for clients, grow your book of business, and deliver comprehensive financial planning with a focus on long-term relationships.

You’ll benefit from extensive training and regulatory compliance guidance while earning through a blended mix of salary, commissions, and asset-based compensation.