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Financial Consultant
Financial ConsultantEdward Jones • Alma, MI, United States
Financial Consultant

Financial Consultant

Edward Jones • Alma, MI, United States
1 day ago
Job type
  • Full-time
Job description

Job Overview

This job posting is expected to remain open for 30 days, from 10-Nov-2025. The position may close earlier due to the volume of applicants.

If you're at a professional crossroads, consider a fulfilling career as a financial consultant. In this role, you will partner with clients to help them achieve long-term financial goals, including retirement, wealth building, estate planning, and funding education. As a financial consultant with Edward Jones, you'll have the opportunity to grow your own practice, supported by an enthusiastic branch team, a dedicated home-office staff, and a network of regional financial consultants. Benefit from our century-long legacy, as we proudly serve over eight million clients with more office locations in the U.S. and Canada than any other investment firm.

We value our financial consultants as key partners in our success and recognize that diverse experiences contribute to outstanding results. We believe in fostering an inclusive environment where different perspectives drive innovation. Financial consultants lead their teams to serve clients effectively, ensuring to understand their goals to build lasting trust and keep them on track. Edward Jones enables you to make a significant impact on clients' lives while working collaboratively to meet their financial aspirations, enhancing your community in the process.

Support Provided :

  • Paid training program that equips you with necessary registrations and licensing, recognized as a leading training initiative in the industry.
  • A starting salary during your first five years to help you establish your practice.
  • A firm-provided branch office located within your community.
  • Branch office support to help you concentrate on client engagement.
  • A vast support network that combines resources from your branch, region, and home office, ensuring you never feel alone in your journey.

Expectations :

  • No limit to your earning potential; compensation correlates directly with your efforts.
  • A comprehensive compensation package that offers commission opportunities, profit sharing, and incentive travel.
  • Flexibility to balance your professional and personal commitments, achieving the best of both worlds.
  • A culture dedicated to continuous improvement and professional advancement.
  • Key Responsibilities :

  • Establish and nurture relationships to attract new clients through various sourcing strategies, including face-to-face interactions, virtual outreach, networking, and social media.
  • Understand deeply the priorities, needs, and concerns of both clients and prospects to foster trust and develop tailored, comprehensive strategies.
  • Oversee and streamline branch processes to ensure a high-quality client experience that adheres to firm policies, regulations, and ethical standards.
  • Collaborate with your branch team to devise, monitor, and refine the business plan to enhance branch efficiency and achieve ideal business outcomes.
  • Create an engaging branch environment built on trust, respect, constructive feedback, and accountability.
  • Qualifications :

  • A bachelor's degree is preferred, or relevant work experience in financial services.
  • Experience in financial services or sales.
  • Relevant financial services registration, licensing, or certification.
  • Demonstrated career progression in a professional or military context.
  • Licensing Requirements :

  • Must obtain SIE, Series 7, and Series 66 licenses; registration can be achieved at Edward Jones during the paid training period.
  • FINRA registrations are required within three months, and state insurance licenses will also be needed.
  • Continuous training is mandated for maintaining licenses and staying up-to-date with regulations.
  • About Us :

    Join a valued financial services firm where your contributions are recognized. Edward Jones is a Fortune 500 company dedicated to putting people first. With over 9 million clients and 20,000 financial consultants across North America, we focus on serving our clients above all else. Our aim is to create positive impacts in our clients' lives and communities, empowering associates to innovate and thrive in a collaborative, inclusive atmosphere.

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    Financial Consultant • Alma, MI, United States

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