Edward Jones - Clinton, CT

posted 3 days ago

Full-time - Entry Level
Clinton, CT
10,001+ employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As a financial advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals, including retirement planning, wealth building, and estate strategies. This role involves developing and growing your own practice with the support of a branch team and a home-office team, while benefiting from the firm's extensive history and resources. You will lead the branch team to serve clients effectively and contribute to the firm's purpose of making a positive impact in the community.

Responsibilities

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies.
  • Deeply understand clients' needs, priorities, and concerns to create personalized strategies.
  • Oversee branch processes to ensure a high-quality client experience consistent with firm policies.
  • Engage the branch team to create and monitor the branch business plan for effectiveness.
  • Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.

Requirements

  • A bachelor's degree is strongly preferred or equivalent work-related experience in the financial services industry.
  • Financial services and/or sales experience is required.
  • Financial services registration, licensing, or certification is necessary.
  • Professional and/or military career progression is valued.

Nice-to-haves

  • Interest in financial services/markets and how they work.
  • Love of learning and challenges, including determination to succeed.
  • Skilled in long-term relationship building.
  • Comfortable in critical thinking.

Benefits

  • Paid training to get registered and licensed.
  • Salary for the first four years while building your practice.
  • Firm-provided branch office in the community.
  • Branch office support to help lighten the load.
  • Bonus potential, 401K, and comprehensive health benefits.
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