Wealth & Retirement Advisor

Edward Jones; Citrus Heights (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401k retirement plan

Flexible spending account

Job summary

Edward Jones in Citrus Heights seeks a Financial Advisor to help clients achieve their financial goals through personalized strategies. The role involves building client relationships and understanding their needs while overseeing branch processes to ensure a solid client experience.

The ideal candidate possesses a bachelor's degree or equivalent experience, with a strong preference for backgrounds in financial services or sales. New advisors receive paid training and a strong support network, with no ceilings on earning potential.

Qualifications

• Strong preference for a bachelor's degree or equivalent work-related experience.
• Experience in the financial services and/or sales industry.
• Necessary registration and licensing within the financial services sector.

Responsibilities

• Build client relationships using various sourcing strategies.
• Understand clients' needs to create comprehensive strategies.
• Engage with branch teams to improve business effectiveness.

Skills

Financial services experience

Sales experience

Professional and military career progression

Education

Bachelor’s degree or equivalent experience

Job description

Edward Jones in Citrus Heights seeks a Financial Advisor to help clients achieve their financial goals through personalized strategies. The role involves building client relationships and understanding their needs while overseeing branch processes to ensure a solid client experience.

The ideal candidate possesses a bachelor's degree or equivalent experience, with a strong preference for backgrounds in financial services or sales. New advisors receive paid training and a strong support network, with no ceilings on earning potential.