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Investment Strategy Consultant

Edward Jones
Edward Jones Salary
Narragansett, RI Full Time
POSTED ON 4/6/2025
AVAILABLE BEFORE 5/4/2025

About the Position

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We are seeking an Investment Strategy Consultant to join our team at Edward Jones. As an Investment Strategy Consultant, you will be responsible for analyzing clients' financial situations, creating customized investment strategies, and implementing those strategies to help clients achieve their financial goals.

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Your Key Responsibilities

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* Analyze clients' financial situations*

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* Create customized investment strategies*

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* Implement investment strategies to help clients achieve their goals*

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About Our Firm

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Edward Jones is a leading provider of investment services, with a long history of helping individuals and families achieve their financial goals. We offer a supportive environment where our associates can learn and grow, and we prioritize their professional development.

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What We Offer

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* Competitive compensation package*

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* Ongoing training and professional development opportunities*

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* Supportive team environment*

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Requirements

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* Bachelor's degree or equivalent work experience*

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* Financial services registration and licensing (SIE, Series 7, and Series 66)*

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* Strong analytical and problem-solving skills*

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