Financial Advisor - Career Change Opportunity

$38,500 - $100,000/Yr

Edward Jones - Clinton, CT

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.