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Financial Advisor - Career Change Opportunity

Edward Jones

Patchogue, NY
10 hours ago
$45,000 - $100,000

Job Description

Join Edward Jones as a Financial Advisor and leverage your unique background to help clients achieve their financial goals. You'll receive comprehensive training, support, and a competitive compensation package as you build your own practice.

Key Responsibilities

  • Build relationships to create new clients via various sourcing strategies
  • Understand clients' needs and create personalized strategies
  • Oversee branch processes to ensure a high-quality client experience
  • Engage the branch team to create and adjust business plans
  • Create a mutually trusting and respectful branch environment

Required Qualifications

  • Bachelor's degree preferred or equivalent experience in financial services
  • Financial services and/or sales experience
  • Financial services registration, licensing, or certification
  • Professional and/or military career progression

Preferred Qualifications

  • Interest in financial services/markets
  • Ambition and self-motivation
  • Long-term relationship building skills
  • Critical thinking abilities
  • Passion for new opportunities

Benefits & Perks

Medical and prescription drug coverageDental and vision insurance401k retirement planPaid sick leave and paid time offBonuses and profit sharing opportunitiesPaid medical and parental leaveEmployee Assistance Program