What are the responsibilities and job description for the Wealth Strategist position at Edward Jones?
Company Overview
At Edward Jones, we're committed to helping our clients achieve their long-term financial goals. As a financial advisor with our firm, you'll have the opportunity to make a positive impact in the lives of others while building a successful career.
We take pride in our client-first approach, which emphasizes understanding each client's unique needs and priorities. Our team works together to provide personalized investment and financial solutions that help our clients achieve their goals.
We believe in fostering an inclusive environment where everyone feels valued and respected. Our associates are encouraged to share their perspectives and ideas, and we recognize the importance of diversity and inclusion in driving business success.
Salary
As a financial advisor at Edward Jones, your compensation will be based on your performance and the value you bring to our clients. You'll have the opportunity to earn commissions, profit sharing, and incentive travel, among other benefits.
We also offer a comprehensive training program to help you develop the skills and knowledge you need to succeed in this role.
Job Description
- You will work independently to identify and create new clients through face-to-face and virtual sourcing strategies.
- You will build relationships with existing clients to deepen their trust and understanding of their financial goals.
- You will deliver personalized investment and financial solutions to your clients.
- You will oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience.
Required Skills and Qualifications
- You must have a bachelor's degree or equivalent work-related experience within the securities/financial services industry.
- You must have financial services registration, licensing, or certification (if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period).
- You must be skilled in long-term relationship building, learning to be a financial advisor through our comprehensive training program, and delivering personalized investment and financial solutions to your clients.
- You must meet professional and personal objectives as they relate to building your practice.
Benefits
- We offer a 401(k) retirement plan and tax-advantaged accounts: health savings account and flexible spending account.
- We provide medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage.
- We offer paid sick leave and paid time off (where required by applicable law).
- We may offer bonuses, paid medical and parental leave for Financial Advisors that satisfy eligibility requirements, and participation in the firm's Travel Award Program.
