Financial Advisor: Launch Your Own Practice with Full Support

Edward Jones; New Berlin (WI); On-site; USD 45,000 - 100,000; Full time

Benefits offered by this job

Paid training

401k retirement plan

Flexible scheduling

Medical and dental benefits

Job summary

A leading financial services firm in New Berlin is seeking financial advisors to build and grow their own practices. As an advisor, you'll receive comprehensive training, ongoing support, and a compensation package that includes a salary for the first five years. You'll work closely with clients to help them achieve long-term financial goals while positively impacting your community. This role requires strong interpersonal skills, an interest in financial services, and a commitment to client success.

Qualifications

• Strong preference for a bachelor's degree or equivalent work-related experience.
• Experience in financial services or sales is a plus.
• Licensure requirements include SIE, Series 7, and Series 66.

Responsibilities

• Build relationships to create new clients through various sourcing strategies.
• Understand clients' needs and establish trust.
• Oversee branch processes to ensure quality client experiences.

Skills

Interest in financial services/markets

Relationship building

Critical thinking

Determination to succeed

Passion for new opportunities

Education

Bachelor's degree or equivalent experience

Job description

A leading financial services firm in New Berlin is seeking financial advisors to build and grow their own practices. As an advisor, you'll receive comprehensive training, ongoing support, and a compensation package that includes a salary for the first five years. You'll work closely with clients to help them achieve long-term financial goals while positively impacting your community. This role requires strong interpersonal skills, an interest in financial services, and a commitment to client success.