Financial Advisor: Grow Your Client Practice & Impact

Edward Jones; Ontario (CA); Vor Ort; USD 50.000 - 125.000; Vollzeit

Benefits dieser Stelle

Medical and prescription benefits

401k retirement plan

Employee Assistance Program

Zusammenfassung

Edward Jones is seeking a financial advisor to grow a client practice with support from branch and regional teams across the U.S. and Canada. You will develop personalized investment strategies and work closely with clients to help them reach long‑term goals.

You will navigate regulatory requirements, maintain licenses, and collaborate with a broad support network to deliver a high‑quality client experience while pursuing strong earning potential through salary, commissions, and asset-based pay.

Qualifikationen

• Series 7 and Series 66 are required.
• Experience in financial services with client experience.
• State insurance licenses preferred.
• CFP®, CRPC™ or similar designations preferred.

Aufgaben

• Build relationships to create new clients via face-to-face and virtual sourcing strategies.
• Deeply understand clients' needs to create personalized, comprehensive strategies.
• Oversee branch processes to ensure a high-quality client experience and regulatory compliance.
• Engage the branch team to implement and monitor the branch business plan.
• Create a highly engaging environment with mutual trust and accountability.
• Complete ongoing training to maintain registrations and licenses in good standing.
• A firm-provided branch office in the community.
• Provide client support to lighten the load so you can focus on clients.
• Work with a large support network spanning from client support to home office.

Kenntnisse

Series 7

Series 66

Communication skills

Relationship building

Jobbeschreibung

Edward Jones is seeking a financial advisor to grow a client practice with support from branch and regional teams across the U.S. and Canada. You will develop personalized investment strategies and work closely with clients to help them reach long‑term goals.

You will navigate regulatory requirements, maintain licenses, and collaborate with a broad support network to deliver a high‑quality client experience while pursuing strong earning potential through salary, commissions, and asset-based pay.