Senior Financial Advisor: Grow a Client-Centric Practice

Edward Jones; Miami (FL); Presencial; USD 50.000 - 125.000; Tempo integral

Benefícios oferecidos por esta vaga

401k retirement plan

Health, dental, vision benefits

Paid time off and sick leave

Resumo da vaga

Edward Jones is seeking a financial advisor to build and grow a personal client practice with support from a large network of branch associates and regional teams. You’ll work with clients to understand their financial goals and deliver personalized wealth strategies.

The role emphasizes relationship-building, ongoing professional training, and adherence to regulatory standards, with a compensation package that includes salary, commissions, and asset-based pay.

Qualificações

• Series 7 and Series 66 required.
• CFP or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ preferred.

Responsabilidades

• Build relationships to create new clients via face-to-face and virtual sourcing strategies.
• Deeply understand clients' needs and create personalized strategies to help clients achieve goals.
• Oversee branch processes to ensure a high-quality client experience and compliance with policies.
• Engage the branch team to monitor and adjust the branch business plan.
• Create an engaging environment in the branch with mutual trust and accountability.
• Complete ongoing training offered by the firm and regulatory authorities to maintain registrations.
• Support a firm-provided branch office and client service network.

Conhecimentos

Strong communication

Self-starter

Relationship building

Formação

Series 7

Series 66

CFP or CRPC preferred

Descrição da vaga

Edward Jones is seeking a financial advisor to build and grow a personal client practice with support from a large network of branch associates and regional teams. You’ll work with clients to understand their financial goals and deliver personalized wealth strategies.

The role emphasizes relationship-building, ongoing professional training, and adherence to regulatory standards, with a compensation package that includes salary, commissions, and asset-based pay.