Edward Jones→
Financial Advisor
Entry LevelOn-site
Location
Agoura Hills, CA
Salary
$45k–$100k/yr
Experience
Not specified
Posted
Today
Skills
financial servicessales experiencefinancial services registrationlicensingsieseries 7series 66state insurance licensesambitionself-motivationrelationship buildingcritical thinkingpassion for learning
Job Description
Summary: Edward Jones is a Fortune 500 company that values its associates and clients, and they are seeking an entry-level Financial Advisor. In this role, you will partner with clients to help them achieve their long-term financial goals while developing 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, Sales experience, Financial services registration, Licensing, SIE, Series 7, Series 66, State insurance licenses, Ambition, Self-motivation, Relationship building, Critical thinking, Passion for learning
Benefits: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., A firm-provided branch office in the community, Branch office support to help lighten the load so you can focus on your clients, A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way., No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, A compensation package that includes opportunities for commissions, profit sharing and incentive travel, The flexibility that you need to balance your personal and professional lives - the best of both worlds, A culture of continuous improvement and professional development, Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage., 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account., Paid sick leave and paid time off., Bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program., Employee Assistance Program.
Benefits
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage.
401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account.
Paid sick leave and paid time off.
Bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program.
Employee Assistance Program.