What are the responsibilities and job description for the Personal Wealth Management Consultant position at Edward Jones?
**Your Path to Success in Financial Services**
Becoming a financial advisor is a rewarding career move, offering the opportunity to help clients achieve their long-term financial goals, such as securing retirement, building wealth, managing estates, and funding education.
At Edward Jones, you'll join a dynamic team of financial advisors who work collaboratively to serve clients and contribute to the firm's mission. Our extensive network spans across North America, serving over eight million clients.
We recognize the unique strengths and experiences each financial advisor brings to the table. We foster an inclusive environment that values diversity and promotes collaboration. Financial advisors take the lead in their branches, guiding teams to provide exceptional client service and advance the firm's objectives.
They establish strong relationships with clients by listening attentively to their needs and priorities, ensuring they stay on track towards their goals. Through collective effort, we make a meaningful difference in people's lives and empower them to reach their long-term financial aspirations.
Our comprehensive training program prepares you for success as a financial advisor. You'll have access to a dedicated branch office in your community, supported by a team of professionals who help alleviate your workload, and a network of thousands providing guidance and encouragement.
A compensation package featuring opportunities for commissions, profit sharing, and incentive travel is just one part of our offering. You'll also develop skills to attract new clients through face-to-face and digital outreach strategies.
We emphasize delivering a seamless, high-quality client experience, adhering to firm policies, regulatory standards, and ethical principles. For the 23rd consecutive year, Edward Jones was distinguished as a top company for training, underscoring our dedication to developing our associates.
The compensation and benefits package includes medical and prescription drug coverage, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage, along with various other perks. Financial advisors appreciate the flexibility in their schedules and are entitled to paid sick leave, paid time off, and bonuses.
We've designed a new financial advisor compensation program that acknowledges and rewards your growth, learning, and achievements as you master the skills, systems, and best practices essential to thriving in our client-centric business model.
New financial advisors can anticipate initial compensation, a supplemental salary for up to four years, commissions, and remuneration for new assets acquired within the first five years. Successful financial advisors showcase initiative, self-discipline, and a commitment to nurturing enduring client connections.
They expand the business by identifying and cultivating new clients and strengthening ties with existing ones. Financial advisors' earning potential directly correlates with their performance. To thrive, you must be passionate about financial services and markets, possess expertise in long-term relationship building, and be willing to learn through our thorough training program.
You should be capable of offering customized investment and financial solutions to your clients, meeting professional and personal targets related to expanding your practice, and contributing positively to your local community. A bachelor's degree is highly recommended or equivalent relevant work experience within the securities/financial services sector.
Relevant experience in financial services and/or sales, registration, licensure, or certification in financial services are mandatory. As an associate, you will participate in ongoing training provided by the firm and regulatory bodies (FINRA and SEC), as well as required continuing education training to maintain valid licenses.
At Edward Jones, we're cultivating an environment where everyone feels valued and included. We collaborate for positive change to enhance the lives of our clients and colleagues, and together, we enrich our communities and society. Individuals are at the heart of our partnership, and we prioritize inclusivity, diversity, and respect.
