Financial Advisor: Launch Your Client-Centric Practice

Edward Jones

Naperville (IL)

On-site

USD 45,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Paid training
Salary during training (first five yrs
Branch office support
Extensive support network

Job summary

Edward Jones in Naperville, IL seeks a Financial Advisor to help clients achieve long-term goals by delivering personalized investment and financial solutions. The role includes extensive training and support from a broad network of branch, regional, and home-office teams.

You will develop your own client practice, work with a diverse client base, and benefit from a compensation model tied to performance and assets gathered over the first five years.

Qualifications

  • Bachelor's degree strongly preferred or equivalent work-related experience in securities/financial services.
  • Experience in financial services or sales.
  • SIE licensing and FINRA registrations required within three months.
  • Licensing: Series 7 and Series 66; state licenses required; paid study period offered.

Responsibilities

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies.
  • Deeply understand clients' needs and priorities to develop personalized strategies.
  • Oversee branch processes to ensure high-quality client experiences and regulatory compliance.
  • Engage the branch team to monitor and adjust the business plan for results.
  • Create a mutually trusted, respectful, and accountable branch environment.

Skills

Sales experience
Client relationships
Communication skills

Education

Bachelor's degree strongly preferred

Job description

Edward Jones in Naperville, IL seeks a Financial Advisor to help clients achieve long-term goals by delivering personalized investment and financial solutions. The role includes extensive training and support from a broad network of branch, regional, and home-office teams.

You will develop your own client practice, work with a diverse client base, and benefit from a compensation model tied to performance and assets gathered over the first five years.

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