Senior Financial Advisor - Build Your Own Practice

Edward Jones; Hillsboro (OR); Presencial; USD 50.000 - 125.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical benefits

Dental & vision

401k plan

HSA & FSA

Bonuses & profit sharing

Paid time off

Travel awards

Employee assistance program

Descripción de la vacante

Edward Jones in the United States is seeking a financial advisor to build and grow a personal client practice with support from branch staff and regional teams. You’ll develop tailored financial strategies and foster long-term relationships.

This role offers a lucrative compensation mix tied to performance, including salary, commissions, and asset-based pay, with ongoing training and licensure requirements; strong communication and sales skills are essential.

Formación

• Series 7 and Series 66 are required.
• Experience in financial services with clients and knowledge of investment products.
• State insurance licenses preferred; CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ desirable.

Responsabilidades

• Build relationships to create new clients via face-to-face and virtual sourcing strategies.
• Deeply understand clients' needs to create personalized strategies and help clients achieve goals.
• Oversee branch processes to ensure a high-quality client experience and compliance with policies and regulations.
• Engage the branch team to implement the branch business plan and improve effectiveness.
• Create an engaging branch environment built on trust, respect, and accountability.
• Complete ongoing training and maintain registrations and licenses in good standing.
• Maintain a firm-provided branch office in the community.
• Provide client support to lighten the workload and focus on clients.
• Leverage a national network of support from regional advisors and home office.

Conocimientos

Strong communications skills

Self-starter

Relationship building

Adaptable to new information

Critical thinking

Passion for new opportunities

Educación

Series 7 and Series 66

State insurance licenses preferred

CFP® or CRPC™ and/or CERTIFIED FINANCIAL PLANNER™ desirable

Descripción del empleo

Edward Jones in the United States is seeking a financial advisor to build and grow a personal client practice with support from branch staff and regional teams. You’ll develop tailored financial strategies and foster long-term relationships.

This role offers a lucrative compensation mix tied to performance, including salary, commissions, and asset-based pay, with ongoing training and licensure requirements; strong communication and sales skills are essential.