Experienced Financial Advisor Wanted
E
Edward Jones
📍 stockton, municipality of glenboro – south cypress, Canada
Job Description
Edward Jones seeks an Experienced Financial Advisor to develop your own practice with extensive internal support. Utilize your skills to forge lasting client relationships and achieve their financial goals.
In this role, you'll attract new clients through various sourcing strategies and ensure a streamlined client experience by overseeing all branch processes. You will apply your financial expertise to create tailored strategies based on a deep understanding of clients’ concerns. Continuous training and a dedicated network will facilitate your success.
Key Responsibilities:
• Build client relationships using diverse sourcing strategies
• Understand and assess clients’ financial needs
• Ensure branch processes maintain high standards
• Collaborate with the team on effective business plans
• Participate in ongoing training and maintain licenses
Requirements:
• Mandatory Series 7 and Series 66
• Experience in financial advising with a successful track record<...
In this role, you'll attract new clients through various sourcing strategies and ensure a streamlined client experience by overseeing all branch processes. You will apply your financial expertise to create tailored strategies based on a deep understanding of clients’ concerns. Continuous training and a dedicated network will facilitate your success.
Key Responsibilities:
• Build client relationships using diverse sourcing strategies
• Understand and assess clients’ financial needs
• Ensure branch processes maintain high standards
• Collaborate with the team on effective business plans
• Participate in ongoing training and maintain licenses
Requirements:
• Mandatory Series 7 and Series 66
• Experience in financial advising with a successful track record<...