Edward Jones→
Financial Advisor - Dayton, OH - Market 11, Region 072
Entry LevelOn-site
Location
Dayton Ohio
Salary
$45k–$100k/yr
Experience
Not specified
Posted
1 week ago
Skills
financial servicessalesfinancial services registrationfinancial services licensingfinancial services certificationsecurities industry knowledgesie licenseseries 7 licenseseries 66 licensefinra registrationstate insurance licenseambitiondetermination to succeedpassion for new opportunitieslong-term relationship building
Job Description
Summary: Edward Jones is a Fortune 500 company where people come first, and they are seeking a Financial Advisor to partner with clients in achieving their long-term financial goals. The role involves developing and growing a personal practice, understanding client needs, and leading a branch team to enhance client experiences.
Responsibilities:
- Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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
- Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results
- Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability
Required Qualifications:
- A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
- Financial services and/or sales experience
- Financial services registration, licensing, or certification
- Professional and/or military career progression
- SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period
- FINRA registrations required within three months
- State insurance licenses will be required
- As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing
Required Skills: Financial services, Sales, Financial services registration, Financial services licensing, Financial services certification, Securities industry knowledge, SIE license, Series 7 license, Series 66 license, FINRA registration, State insurance license, Ambition, Determination to succeed, Passion for new opportunities, Long-term relationship building
Benefits: Medical and prescription drug, Dental, Vision, Voluntary benefits (such as accident, hospital indemnity, and critical illness), Disability income continuation, Basic life, Basic AD&D coverage, 401k retirement plan, Health savings account, Flexible spending account, Paid sick leave, Paid time off, Bonuses, Profit sharing, Paid medical and parental leave for Financial Advisors that satisfy eligibility requirements, Participation in the firm's Travel Award Program, Employee Assistance Program
Benefits
Medical and prescription drug
Dental
Vision
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Disability income continuation
Basic life
Basic AD&D coverage
401k retirement plan
Health savings account
Flexible spending account
Paid sick leave
Paid time off
Bonuses
Profit sharing
Paid medical and parental leave for Financial Advisors that satisfy eligibility requirements
Participation in the firm's Travel Award Program
Employee Assistance Program