- Financial Advisor - Career Change Opportunity Park Ridge
- Edward Jones in Park Ridge, IL, United States
- jobs
- 1 month ago
jobs description
Job Overview
If you're seeking a career change, becoming a financial advisor could be your next exciting step. Partnering with clients to facilitate their financial goals is at the core of this role. From retirement planning to wealth creation, estate strategies and funding education, our financial advisors at Edward Jones enable our clients to realize their long-term aspirations. As a financial advisor with Edward Jones, you'll cultivate your own practice, backed by your branch team, a dedicated home-office team, and fellow regional financial advisors. Experience the advantage of our firm's robust history, spanning over a century. Our strong presence across the U.S. and Canada, with the highest number of offices amongst investment firms, allows us to serve over eight million clients. Our financial advisors play a pivotal role in our firm's success. Their diverse experiences and professional backgrounds enrich our inclusive environment. Through understanding client goals and their significance, our advisors foster trust, guide clients towards achieving their financial objectives, and extend a positive influence within their communities.
We offer comprehensive support to ensure your progress:
• Paid training - Acquire registration and licensing through our industry-leading training program.
• Guaranteed salary for the first four years as you establish your practice.
• Firm-provided community-based branch office.
• Branch office support for efficient client focus.
• Support network spanning from your branch office to the regional and home office – though you'll work independently, a vast team is behind you.
Benefits:
• Comprehensive health benefits, 401K, and potential for bonus included.
For more information please visit: Edward Jones Benefits Page
Additional offerings:
• Unlimited earning and growth potential tied directly to your efforts.
• Attractive compensation package with potential for commissions, profit sharing, and incentive travel.
• Work-life balance for an effective personal and professional blend.
• A culture that values professional development and constant improvement.
Key Responsibilities
• Cultivate new clients through direct and virtual communication strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
• Gain deep understanding of client needs, priorities, and concerns to build trust and create comprehensive strategies that meet their goals.
• Manage branch processes, roles, and responsibilities to uphold high-quality, compliant client experience.
• Collaborate with the branch team to formulate, assess, and adjust the branch business plan to enhance effectiveness and desired results.
• Foster a mutually respectful branch environment with accountability and feedback exchange.
Skills/Requirements
Successful financial advisors combine ambition, self-drive, and a strong commitment to establishing enduring client relationships. They expand the business by identifying and creating new clients through an understanding of their financial goals and maintaining relationships with existing clients by reviewing investment strategies and recommendations. A financial advisor's earning potential reflects their performance.
What makes a successful financial advisor?
• Interest in financial services/markets and their functionality.
• A passion for learning, overcoming challenges, and a drive to succeed.
• Aptitude for fostering long-term relationships.
• Critical thinking ability.
• An eagerness for fresh opportunities.
Could you envision yourself...
• Undergoing comprehensive training to become a financial advisor?
• Offering personalized financial solutions to your clients?
• Taking ownership of your business growth and success?
• Achieving professional and personal goals pertaining to your practice growth?
• Positively influencing your local community?
Essential qualifications:
• Strongly preferred: bachelor's degree or equivalent experience within the securities/financial services industry.
• Experience with financial services and/or sales.
• Financial services registration, licensing, or certification.
• Professional or military progression record.
Seeing as the job involves handling financial matters, you'll need to get licensed. The opportunity to earn the necessary FINRA registrations can be facilitated via sponsorships and provided study material during your time with Edward Jones.
Edward Jones accolades and recognitions
At Edward Jones, we hold dearly the value of every individual's contribution, forming a space where everyone feels a sense of belonging is paramount. We remain thankful for all our accolades and acknowledgments attributed to the significant achievements of our committed associates.
Take a moment to peruse our U.S. awards and accolades: Edward Jones Insights & Information Blog Postings
Here are some Canadian awards and accolades: Edward Jones Canadian Blog Postings
About Us
Join Edward Jones, a financial services firm that values your work. As a Fortune 500 company that prides itself on its people-first approach, we currently serve over 8 million clients across the U.S. and Canada through our network of 19,000 financial advisors. We are proud of being privately owned, enabling our focus to remain on our clients rather than shareholders. Our core principle is partnership for positive impact: we strive to enhance the lives of our clients and colleagues while collectively improving our communities and society. As an innovative, flexible, and inclusive entity, we attract, develop and inspire excellence and a sense of belonging amongst our associates. People remain at the heart of our operations. At Edward Jones, associates are acknowledged, heard, respected, and supported. This differentiates us and makes Edward Jones an excellent organization to commence or continue building your career. Find out more in our Purpose, Inclusion, and Citizenship Report. We do not discriminate based on race, color, gender, religion, nationality, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other ground prohibited by law.
Park Ridge IL United States