Senior Financial Advisor: Build Your Own Practice, Uncapped

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

Benefits offered by this job

Comprehensive benefits package

401(k) retirement plan

Flexible spending account

Job summary

Edward Jones is seeking a Financial Advisor to build your own practice in Green Bay, Wisconsin. The role involves creating client relationships through various sourcing strategies, understanding their needs, and overseeing branch processes for a high-quality client experience.

The position offers a comprehensive benefits package, including medical, dental, and a retirement plan, with a compensation range between $50,000 and $125,000. Candidates should have the Series 7 and Series 66 licenses, and experience in financial services.

Qualifications

• Experience in financial services working with clients.
• In-depth knowledge of investment products and services.
• Track record of success.

Responsibilities

• Build relationships to create new clients via strategies.
• Understand clients' needs to create personalized strategies.
• Oversee branch processes to ensure client experience.

Skills

Strong communication skills

Self-starter

Long-term relationship building

Critical thinking

Education

Series 7 and Series 66

State insurance licenses

CFP® or equivalent

Job description

Edward Jones is seeking a Financial Advisor to build your own practice in Green Bay, Wisconsin. The role involves creating client relationships through various sourcing strategies, understanding their needs, and overseeing branch processes for a high-quality client experience.

The position offers a comprehensive benefits package, including medical, dental, and a retirement plan, with a compensation range between $50,000 and $125,000. Candidates should have the Series 7 and Series 66 licenses, and experience in financial services.