Financial Advisor: Grow Your Client-Focused Practice

Edward Jones; Toledo (OH); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental coverage

Vision coverage

401k retirement plan

Paid sick leave and paid time off

Bonuses; profit sharing; incentive pay

Job summary

Edward Jones in the United States is seeking a financial advisor to develop your own practice, supported by branch associates, a home-office team and other regional advisors. You’ll build long-term client relationships and diverse financial strategies to help clients reach goals.

With over a century of history, Edward Jones offers extensive training, a collaborative network, and substantial earning potential through salary, commissions, and asset-based pay while promoting work-life balance.

Qualifications

• Series 7 and Series 66 required.
• Experience in financial services with clients and knowledge of investment products.
• State insurance licenses preferred.
• CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor designations preferred.

Responsibilities

• 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.
• A firm-provided branch office in the community.
• Client support to help lighten the load so you can focus on your clients.
• A support network that extends from your client support team office to your region to the home office – You’ll work independently but will have a team of thousands backing you every step of the way.

Skills

Strong communications

Self-starter

Relationship building

Adaptable

Critical thinking

Job description

Edward Jones in the United States is seeking a financial advisor to develop your own practice, supported by branch associates, a home-office team and other regional advisors. You’ll build long-term client relationships and diverse financial strategies to help clients reach goals.

With over a century of history, Edward Jones offers extensive training, a collaborative network, and substantial earning potential through salary, commissions, and asset-based pay while promoting work-life balance.