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Client Financial Consultant
Client Financial ConsultantEdward Jones • Port Jervis, NY, United States
Client Financial Consultant

Client Financial Consultant

Edward Jones • Port Jervis, NY, United States
5 days ago
Job type
  • Full-time
Job description

Job Overview

Are you ready for a career change that truly makes a difference? As a Client Financial Consultant, you will partner with clients to guide them towards achieving their long-term financial aspirations such as retirement, wealth accumulation, estate planning, and education funding. At Edward Jones, you'll have the opportunity to build and grow your practice with the comprehensive support of a dedicated branch team, a strong home-office network, and fellow financial advisors. With over a century of experience and a wide presence across the U.S. and Canada, we serve more than eight million clients.

Our Client Financial Consultants are integral to our success. We embrace diversity and inclusivity, recognizing that unique perspectives lead to outstanding results. You will lead a team to serve clients and help them stay focused on their goals, enhancing trust through deep understanding. Join us to positively impact clients' lives and your community.

We are here to support you :

  • Paid training that equips you with the knowledge to excel in the financial advising industry.
  • Initial salary for the first five years as you develop your practice.
  • A branch office provided by the firm within your community.
  • Team support to allow you to concentrate on client relationships.
  • A vast network of colleagues providing assistance at every stage.

Expect more :

  • Unlimited earning potential linked to your personal efforts.
  • A competitive compensation structure inclusive of commission, profit sharing, and travel incentives.
  • Flexibility to maintain a healthy work-life balance.
  • A culture dedicated to continuous improvement and professional growth.
  • Key Responsibilities :

  • Develop relationships to attract new clients through a variety of innovative methods including face-to-face interactions and social media.
  • Thoroughly assess clients' financial situations and tailor strategies to meet their unique needs.
  • Ensure a streamlined, high-quality client experience in adherence to firm policies and regulatory guidelines.
  • Collaborate with your branch team to create and refine a business plan aimed at achieving branch objectives.
  • Foster a respectful and accountable atmosphere within the branch.
  • Skills and Requirements :

    Successful Client Financial Consultants demonstrate ambition, self-motivation, and a commitment to building lasting client relationships. Your growth stems from identifying and connecting with new clients, as well as strengthening existing relationships through proactive strategies.

    Ideal candidates will possess :

  • A strong interest in financial services and markets.
  • A readiness to learn and embrace challenges.
  • Proficiency in fostering long-term relationships.
  • Critical thinking skills.
  • A passion for exploring new opportunities.
  • Can you envision yourself :

  • Learning through a comprehensive training program to become a proficient financial consultant?
  • Delivering personalized financial solutions to a diverse client base?
  • Taking initiative to enhance your business growth?
  • Pursuing both personal and professional goals as you develop your practice?
  • Making a positive impact in your community?
  • Qualifications :

  • A bachelor's degree is preferred, or relevant experience in the financial services sector.
  • Prior experience in finance or sales.
  • Relevant financial services registration, licensing, or certification is an advantage.
  • Demonstrated professional growth or military experience.
  • Licensing Requirements :

  • Securities Industry Essentials (SIE) can be attained without firm sponsorship; Series 7 and Series 66 are required and can be obtained during training.
  • FINRA registrations must be completed within three months, as well as state insurance licenses.
  • All associates must participate in ongoing training to maintain licensure and follow regulatory requirements.
  • Awards & Accolades :

    At Edward Jones, we cultivate an environment where everyone feels valued and included. Our achievements reflect the dedication of our associates. Join a firm where you can contribute and thrive.

    About Us :

    Join a respected financial services firm where your contributions matter. Edward Jones is a privately-owned Fortune 500 organization that prioritizes clients above all else. We focus on positive community impact and developing an inclusive culture that fosters performance excellence and a true sense of belonging.

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    Financial Consultant • Port Jervis, NY, United States

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