Wealth Advisor: Grow Your Independent Practice

Edward Jones

El Paso (TX)

Hybrid

USD 45.000 - 100.000

Vollzeit

14 Tage+

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Benefits dieser Stelle

Paid training
Branch office support
Travel Award Program
401k retirement plan
Bonuses
Paid time off

Zusammenfassung

Edward Jones seeks a motivated financial advisor to build a personal practice in the local community. You will train, get licensed, and learn the firm's client-first approach while collaborating with a branch and home-office team to grow assets and serve eight million clients.

You will develop personalized investment strategies, manage relationships, and participate in a comprehensive compensation framework with trainee pay and commissions as you build your practice.

Qualifikationen

  • A bachelor's degree is strongly preferred or equivalent work experience in securities/financial services.
  • Licensing requirements include SIE, Series 7 and Series 66 within the specified timelines.
  • Sales and relationship-building skills are highly valued for client acquisition.
  • Experience in financial services is a strong plus.

Aufgaben

  • Build relationships to create new clients through multiple sourcing strategies.
  • Understand client needs to develop personalized investment strategies.
  • Oversee branch processes to ensure a high-quality client experience.
  • Engage the branch team to monitor and adjust the business plan.
  • Foster an engaging, collaborative branch culture with accountability.

Ausbildung

Bachelor's degree or equivalent experience in securities/financial services

Jobbeschreibung

Edward Jones seeks a motivated financial advisor to build a personal practice in the local community. You will train, get licensed, and learn the firm's client-first approach while collaborating with a branch and home-office team to grow assets and serve eight million clients.

You will develop personalized investment strategies, manage relationships, and participate in a comprehensive compensation framework with trainee pay and commissions as you build your practice.

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