Financial Advisor: Paid Training to Build Your Practice

Edward Jones

Woodstock (IL)

On-site

USD 45,000 - 100,000

Full time

4 days ago
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Benefits offered by this job

Paid training
Branch office support
Regional support network
Bonuses & profit sharing
Travel Award Program

Job summary

Edward Jones is seeking talented professionals to join our financial advisor team. You will build relationships, understand client goals, and design personalized strategies to help clients achieve long-term financial success.

As part of a supportive network, you’ll work with a branch team and regional offices to deliver exceptional client experiences. The role emphasizes training, licensing, and career growth within a privately-owned firm with a century of history and a strong commitment to

Qualifications

  • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
  • Financial services and/or sales experience
  • Financial services registration, licensing, or certification
  • Professional and/or military career progression

Responsibilities

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
  • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
  • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
  • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
  • Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

Skills

Financial services experience
Sales experience
Client relationship skills
Self-motivated / proactive

Education

Bachelor's degree or equivalent work-related experience

Tools

FINRA registrations

Job description

Edward Jones is seeking talented professionals to join our financial advisor team. You will build relationships, understand client goals, and design personalized strategies to help clients achieve long-term financial success.

As part of a supportive network, you’ll work with a branch team and regional offices to deliver exceptional client experiences. The role emphasizes training, licensing, and career growth within a privately-owned firm with a century of history and a strong commitment to

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