Growth-Focused Financial Advisor | Flexible Schedule

Edward Jones; Madison (WI); Presencial; USD 50.000 - 125.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

401k retirement plan

Descripción de la vacante

Edward Jones, a Fortune 500 financial services firm, seeks a financial advisor to develop and grow their own practice with the support of a large team. You’ll help clients pursue long‑term financial goals while balancing regulatory requirements and a client‑first approach.

Key responsibilities include building client relationships, delivering personalized strategies, and contributing to branch success within a collaborative, inclusive environment.

Formación

• Series 7 and Series 66 licenses required.
• Experience in financial services with clients.
• State insurance licenses preferred.
• CFP® or CRPC™ designation preferred.

Responsabilidades

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, referrals, social media).
• Deeply understand clients' needs and priorities to deliver personalized financial strategies that help them reach goals.
• Oversee branch processes to ensure a high-quality client experience aligned with policies, regulations, and ethics.
• Engage the branch team to develop and monitor the branch business plan and drive results.
• Maintain required registrations and licenses through ongoing training and firm requirements.

Conocimientos

Strong communication skills

Relationship building

Self-motivation

Educación

Series 7 and Series 66 licenses

Descripción del empleo

Edward Jones, a Fortune 500 financial services firm, seeks a financial advisor to develop and grow their own practice with the support of a large team. You’ll help clients pursue long‑term financial goals while balancing regulatory requirements and a client‑first approach.

Key responsibilities include building client relationships, delivering personalized strategies, and contributing to branch success within a collaborative, inclusive environment.