Personal Wealth Advisor | Retirement & Investment Strategy

Edward Jones; Darmstadt (IN); On-site; USD 60,000 - 90,000; Full time

Job summary

Edward Jones is seeking an experienced Financial Advisor to provide personalized investment, retirement, and wealth management strategies to individuals and small businesses. You’ll build and deepen client relationships, analyze goals, and tailor portfolios and insurance solutions.

Join a supportive branch team and grow your practice through proactive prospecting, community networking, and referrals, while upholding high regulatory standards and Edward Jones’s client-first culture.

Qualifications

• Provides personalized investment, retirement and wealth management strategies.
• Builds and deepens client relationships and analyzes financial goals.
• Recommends tailored portfolios and insurance solutions.

Responsibilities

• Grow client base through proactive prospecting, community networking and referrals.
• Uphold regulatory standards and Edward Jones’s client-first culture.

Job description

Edward Jones is seeking an experienced Financial Advisor to provide personalized investment, retirement, and wealth management strategies to individuals and small businesses. You’ll build and deepen client relationships, analyze goals, and tailor portfolios and insurance solutions.

Join a supportive branch team and grow your practice through proactive prospecting, community networking, and referrals, while upholding high regulatory standards and Edward Jones’s client-first culture.