What are the responsibilities and job description for the Investment Planning Expert position at Edward Jones?
Job Description
As a financial advisor with Edward Jones, you will work independently to develop and grow your own practice. You will be responsible for identifying and creating new clients through face-to-face and virtual sourcing strategies, as well as deepening relationships with existing clients by reviewing their investment strategies and making recommendations.
You will also 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.
