Independent Financial Advisor: Build Your Practice

Edward Jones; Town of Brookfield (WI); On-site; USD 45,000 - 100,000; Full time

Benefits offered by this job

Paid training

Salary during the first five years

Flexible schedule

401k retirement plan

Health and dental benefits

Job summary

A leading financial services firm in the United States is seeking passionate individuals to join as financial advisors. This role focuses on building relationships with clients and helping them achieve their financial goals through personalized strategies. Candidates will receive extensive training and support, along with a flexible work environment. The ideal candidate will have a strong interest in financial services and excellent relationship-building skills, with opportunities for commissions and profit sharing based on performance.

Qualifications

• Candidates should possess an interest in financial services and markets.
• Love for learning about financial solutions is necessary.
• Ability to build long-term relationships with clients.
• Critical thinking skills are essential to excel.

Responsibilities

• Build client relationships through various sourcing strategies.
• Understand client needs to create personalized strategies.
• Oversee branch processes to ensure high-quality client service.
• Engage with branch team to achieve business objectives.
• Create an environment of mutual trust and respect.

Skills

Interest in financial services/markets

Long-term relationship building

Critical thinking

Love of learning and challenges

Passion for new opportunities

Education

Bachelor's degree (strongly preferred)

Financial services and/or sales experience

Financial services registration, licensing, or certification

Professional and/or military career progression

Job description

A leading financial services firm in the United States is seeking passionate individuals to join as financial advisors. This role focuses on building relationships with clients and helping them achieve their financial goals through personalized strategies. Candidates will receive extensive training and support, along with a flexible work environment. The ideal candidate will have a strong interest in financial services and excellent relationship-building skills, with opportunities for commissions and profit sharing based on performance.