US Experienced Financial Advisor
Edward Jones · Middletown, CT · 2 wk ago
On-siteSales$50k/yrFull-time
About the role
Edward Jones is a Fortune 500¹ company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. Founded in 1919, we are privately-owned and committed to improving the lives of our clients and colleagues through partnerships and positive impact.
Key Responsibilities
- Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
- Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
- Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
- Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
Benefits
- Multifaceted compensation package including salary, commissions, new asset compensation, and opportunities for profitability bonuses, profit sharing, and incentive travel.
- Flexible schedule and paid time off.
- Health and wellness benefits such as medical, prescription drug, dental, vision, disability income continuation, life, and AD&D coverage.
- Retirement plans including a 401(k) and tax-advantaged accounts.
Qualifications
- Series 7 and Series 66 required.
- In-depth knowledge of investment products and services with a track record of success.
- State insurance licenses preferred.
- Possession of additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.
Skills
- Strong communications skills.
- Determination to succeed and a love of learning.
- Ability to think critically and adapt to new information.
- Confidence and passion for new opportunities.
Pay
No ceiling to your earning potential and growth, with compensation tied to your efforts and performance.
Schedule
The flexibility to balance personal and professional lives, allowing you to work independently while benefiting from a supportive team of thousands.