Wealth Advisor: Personal Investing & Retirement Planning

Edward Jones; Norman (OK); On-site; USD 50,000 - 85,000; Full time

Job summary

Edward Jones seeks an experienced Financial Advisor to provide personalized investment, retirement, and wealth management strategies to individual investors and small businesses. You’ll build and deepen client relationships, analyze financial goals, and recommend tailored portfolios and insurance solutions.

Partnering with a supportive branch team, you’ll grow your practice through proactive prospecting, community networking, and referrals, while upholding strict regulatory standards and Edward

Responsibilities

• Build and deepen client relationships through personalized financial guidance.
• Analyze financial goals and propose tailored portfolios and insurance solutions.
• Prospect new clients and network within the community to grow the practice.
• Adhere to regulatory standards and Edward Jones's client-first culture.

Skills

Financial advisory

Client relationship management

Prospecting

Regulatory compliance

Job description

Edward Jones seeks an experienced Financial Advisor to provide personalized investment, retirement, and wealth management strategies to individual investors and small businesses. You’ll build and deepen client relationships, analyze financial goals, and recommend tailored portfolios and insurance solutions.

Partnering with a supportive branch team, you’ll grow your practice through proactive prospecting, community networking, and referrals, while upholding strict regulatory standards and Edward