Wealth Advisor — Personal Investment & Retirement Planning

Edward Jones; Maple Grove (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

Edward Jones in Maple Grove, MN is seeking a Financial Advisor to provide personalized investment guidance and retirement planning for individual investors and small businesses. You will build and manage a book of business, develop tailored financial strategies, and deliver long-term, relationship-based guidance while leveraging firm resources and training to help clients reach their financial goals.

The role includes comprehensive training and licensing support to deepen client relationships

Qualifications

• Provides client-facing financial guidance
• Strong communication and relationship-building skills
• Ability to develop tailored investment strategies

Responsibilities

• Provide personalized investment advice and retirement planning to individuals and small businesses
• Build and manage a book of business and deepen client relationships
• Develop tailored financial strategies and deliver long-term guidance

Job description

Edward Jones in Maple Grove, MN is seeking a Financial Advisor to provide personalized investment guidance and retirement planning for individual investors and small businesses. You will build and manage a book of business, develop tailored financial strategies, and deliver long-term, relationship-based guidance while leveraging firm resources and training to help clients reach their financial goals.

The role includes comprehensive training and licensing support to deepen client relationships