US Experienced Financial Advisor
Edward Jones · Crested Butte, CO · 2 wk ago
On-siteFinance$50k/yrFull-time
About the role
Edward Jones is a Fortune 500¹ company dedicated to improving the lives of clients and colleagues through partnerships. Founded over 100 years ago, we serve over eight million clients across the U.S. and Canada, focusing on client-centered service and community involvement.
Key Responsibilities
- Build relationships to create new clients via various sourcing strategies.
- Understand and address clients' and prospective clients' needs to establish trust and develop personalized strategies.
- Oversee branch processes to ensure a high-quality client experience and meet business goals.
- Create a supportive and collaborative environment within the branch.
Benefits
- Comprehensive medical, dental, vision, and disability coverage.
- Flexible retirement plans and tax-advantaged accounts.
- Paid sick leave and time off.
- Opportunities for bonuses, profit sharing, and travel incentives.
Candidate Qualifications
- Series 7 and Series 66 licenses required.
- In-depth knowledge of investment products and services.
- Track record of success in financial services.
- Preferred additional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.
Qualifications
- Strong communication skills and self-motivation.
- Determination to succeed and adapt to new information.
- Experience in long-term relationship building.
- Confidence and critical thinking abilities.
Benefits
- Compensation and benefits package including medical, dental, vision, and disability coverage.
- Retirement plans and tax-advantaged accounts.
- Paid sick leave and time off.
- Opportunities for bonuses, profit sharing, and travel incentives.
Qualifications
- Series 7 and Series 66 licenses required.
- In-depth knowledge of investment products and services.
- Track record of success in financial services.
- Preferred additional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.
Equal Opportunity Employer
At Edward Jones, we are committed to creating an inclusive environment where everyone feels valued. We strive to provide equal opportunities for all candidates regardless of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected characteristic.