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Client-Focused Financial Consultant
Client-Focused Financial ConsultantEdward Jones • Shreveport, LA, United States
Client-Focused Financial Consultant

Client-Focused Financial Consultant

Edward Jones • Shreveport, LA, United States
1 day ago
Job type
  • Full-time
Job description

As a Client-Focused Financial Consultant, you'll have the opportunity to partner with clients to create personalized strategies that align with their long-term financial aspirations, including retirement, wealth accumulation, and estate planning. This role emphasizes relationship-building, compliance with regulations, and business development support in a nurturing financial services environment.

Job Overview

This position is open for applications until 22-Oct-2025 and may close early based on applicant volume.

At a crossroads in your career? Becoming a Client-Focused Financial Consultant may be the transformative opportunity you need. In this role, you will build your own practice with robust support from your branch team, regional advisors, and the home office. With over 100 years of history and the most extensive office presence in the U.S. and Canada, we serve over eight million clients, and your efforts can truly make a difference.

We champion an inclusive environment where diverse experiences and perspectives foster success. You'll lead your branch team to serve clients effectively while deepening trust by understanding their goals and the importance behind them.

Support and Resources :

  • Comprehensive paid training to get you registered and licensed through the best training program in the industry.
  • Salary during your first five years to help establish your practice.
  • A firm-provided branch office located within your community.
  • Dedicated support from your branch team to focus on client interactions.
  • A vast support network spanning your branch to regional and home office teams, ensuring you have guidance throughout your independent journey.

Your Benefits :

  • Unlimited earning potential with compensation tied to your dedication and effort.
  • A competitive package featuring commission opportunities, profit sharing, and travel incentives.
  • Work-life balance that caters to your personal and professional needs.
  • A culture committed to professional growth and continuous improvement.

    • Key Responsibilities :

  • Establish and nurture client relationships using various strategies (in-person, virtual, networking, referrals, etc.).
  • Thoroughly assess and address clients' needs and goals to foster trust and develop tailored financial plans.
  • Manage branch processes and uphold high standards for client experiences while adhering to regulations and ethical guidelines.
  • Collaborate with your branch team to create and adapt a business plan that enhances branch effectiveness and outcomes.
  • Foster an engaging team environment characterized by mutual trust, respect, and accountability.

    • Edward Jones has been recognized for 25 consecutive years for training excellence. This year, we proudly ranked No. 17 on Training magazine's prestigious APEX awards.

    Compensation Overview :

    Your earning potential grows significantly as you build your business. Our compensation program for new financial advisors includes trainee pay, a supplemental salary for five years, commissions, and incentives for new assets acquired during this period. The starting supplemental salary range is $45,000 to $100,000.

    Skills & Requirements :

  • A strong interest in financial services and markets.
  • A passion for learning and rising to challenges with strong determination.
  • Exceptional relationship-building skills.
  • Critical thinking abilities.
  • A drive for pursuing new opportunities.

    • Successful Candidates Will Also Have :

  • A bachelor's degree or equivalent relevant experience in financial services.
  • Experience in financial services or sales roles.
  • Financial services licenses or certifications.
  • A testament to both professional and military career advancement.

    • Licensing Requirements :

  • SIE (can be obtained independently), Series 7, and Series 66 are needed; registrations can be acquired during paid training at Edward Jones.
  • FINRA registrations must be obtained within three months, alongside necessary state insurance licenses.
  • Consistent professional development through ongoing training is mandatory to maintain compliance.

    • Join Us :

    Become part of a financial services firm where your contributions are valued. Edward Jones stands as a Fortune 500 company where client focus drives our initiatives, being privately owned, we prioritize our clients over shareholder returns. We are dedicated to partnering for positive impact in the lives of our clients and communities. Our inclusive culture fosters a sense of belonging and personal growth. Explore a career that celebrates your achievements and impacts your local community.

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    Financial Consultant • Shreveport, LA, United States