Financial Advisor: Grow Your Independent Client Practice

Edward Jones; Canton (MO); In loco; USD 50.000 - 125.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental & Vision

401k retirement plan

Paid time off & sick leave

Bonuses & profit sharing

Travel rewards

Employee Assistance Program

Descrizione del lavoro

Edward Jones is seeking a financial advisor to build and grow a personal client practice within a supportive, long-standing financial services firm. You will develop client relationships, propose comprehensive financial strategies, and operate with oversight from a broad network of branch and regional professionals.

The role emphasizes relationship-building, ongoing training, and adherence to regulatory standards, with a potential for bonuses and a path toward professional designations.

Competenze

• Series 7 and Series 66 required.
• Experience in financial services with clients.
• State insurance licenses preferred.
• CFP®, CERTIFIED FINANCIAL PLANNER® and/or CRPC® designations preferred.

Mansioni

• Build relationships to create new clients via face-to-face and virtual sourcing strategies.
• Deeply understand clients' needs, priorities, and concerns to propose personalized strategies.
• Oversee branch processes and team responsibilities to ensure high-quality client experience.
• Engage the branch team to monitor and adjust the branch business plan for results.
• Create a trusting, respectful, and accountable environment in the branch.

Conoscenze

Strong communication skills

Self-starter

Love of learning

Long-term relationship building

Adaptable

Critical thinking

Passion for new opportunities

Descrizione del lavoro

Edward Jones is seeking a financial advisor to build and grow a personal client practice within a supportive, long-standing financial services firm. You will develop client relationships, propose comprehensive financial strategies, and operate with oversight from a broad network of branch and regional professionals.

The role emphasizes relationship-building, ongoing training, and adherence to regulatory standards, with a potential for bonuses and a path toward professional designations.