Edward Jones→
Financial Advisor
Entry LevelOn-site
Location
Virginia Beach, VA
Salary
$45k–$100k/yr
Experience
Not specified
Posted
1 week ago
Skills
financial services industry knowledgesales experiencefinancial services registrationlicensingsecurities licensing siesecurities licensing series 7securities licensing series 66state insurance licensesinvestment strategy developmentclient relationship managementambitionlong-term relationship building
Job Description
Summary: Edward Jones is a Fortune 500 company that values its associates and focuses on client relationships. As a financial advisor, you will partner with clients to help them achieve their long-term financial goals while building and growing your own practice with the support of a dedicated team.
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 industry knowledge, Sales experience, Financial services registration, licensing, Securities licensing SIE, Securities licensing Series 7, Securities licensing Series 66, State insurance licenses, Investment strategy development, Client relationship management, Ambition, 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, Tax-advantaged accounts: health savings account and 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
Tax-advantaged accounts: health savings account and 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