Financial Advisor: Grow Your Client Practice & Flexibility

Edward Jones; Austin (TX); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical benefits

401k retirement plan

Bonuses and profit sharing

Job summary

Edward Jones is seeking financial advisors to develop and grow personal client practices, backed by a large support network. You'll work with clients to understand their long-term financial goals, offering personalized investment strategies and ongoing guidance within a collaborative team environment.

The role emphasizes relationship-building, ongoing training, and maintaining required registrations to serve clients ethically and effectively.

Qualifications

• Strong communications skills and ability to build relationships with clients and prospects.
• Experience working in financial services and with clients, understanding investment products and services.
• Proven track record of achieving goals and maintaining professional standards.
• State licenses or certifications such as Series 7/66 are preferred.

Responsibilities

• Build relationships to acquire new clients through face-to-face and virtual sourcing strategies.
• Understand clients' needs and develop personalized strategies to meet goals.
• Oversee branch processes to ensure a high-quality client experience and regulatory compliance.
• Engage the branch team to implement and adjust the business plan for better results.
• Create a trustful, respectful, accountable environment within the branch.
• Maintain registrations and licenses through ongoing training and compliance.

Skills

Client relationship building

Strong communications

Self-motivation

People-oriented

Education

Series 7 and 66

Job description

Edward Jones is seeking financial advisors to develop and grow personal client practices, backed by a large support network. You'll work with clients to understand their long-term financial goals, offering personalized investment strategies and ongoing guidance within a collaborative team environment.

The role emphasizes relationship-building, ongoing training, and maintaining required registrations to serve clients ethically and effectively.