Senior Financial Advisor: Build Your Client-Focused Practice

Edward Jones; Bowling Green (KY); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

401k retirement plan

Health benefits

Paid time off

Employee Assistance Program

Job summary

Edward Jones seeks a financial advisor to develop and grow your own practice, supported by branch associates and a broad regional network. You will build relationships with clients face-to-face and virtually, understanding needs and creating personalized strategies to help clients reach long-term goals.

Join a Fortune 500 firm that values client service, integrity, and community impact. You’ll receive comprehensive training, ongoing professional development, and a broad range of benefits as you

Qualifications

• Build relationships to create new clients via face-to-face and virtual sourcing strategies
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized strategies
• Oversee branch processes to ensure a high-quality client experience and adherence to policies and regulatory requirements
• Engage the branch team to create, monitor, and adjust the branch business plan

Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients 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 results
• Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability
• As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing

Skills

Relationship building

Communication skills

Self-motivation

Education

Series 7 and 66 licenses

Financial services experience

Job description

Edward Jones seeks a financial advisor to develop and grow your own practice, supported by branch associates and a broad regional network. You will build relationships with clients face-to-face and virtually, understanding needs and creating personalized strategies to help clients reach long-term goals.

Join a Fortune 500 firm that values client service, integrity, and community impact. You’ll receive comprehensive training, ongoing professional development, and a broad range of benefits as you