Financial Advisor
We believe that building long-term relationships with our clients and placing individual branch offices in the neighborhoods where investors live and work are key to serving our clients’ needs. In a world increasingly dominated by impersonal, cost-cutting initiatives – we believe that conducting business on a personal, one-to-one basis is the best approach. How to
How to become a financial advisor? No financial background? No worries… We realize many career changers do not have the licenses required to be a Financial Advisor. These licenses usually consist of a State Life & Health and a Series 6, 63 & 65 Securities License (or Series 7 & 66). We have a proven
As an Edward Jones Financial Advisor you will: Work autonomously from your own neighborhood office while being supported by an international financial services leader Build your business by identifying and cultivating prospective clients Help clients to determine financial and investment needs, and utilize sales skills to effectively recommend suitable financial products Be trained in financial
QUALIFICATIONS A successful candidate must have excellent customer service experience with 2-4 years’ experience in a financial services environment preferred. Candidate must be friendly, outgoing and creative; good communication and writing skills; professional phone etiquette; and the ability to plan, organize, and prioritize. Candidate must be a motivated self-starter who is able to work with
The ideal candidate will bring to the role a broad network of contacts and relationships along with the ability to develop a strong sales pipeline through prospecting, telemarketing and relationship building skills. Other success attributes candidates possess are: Ability to influence people Entrepreneurial and self motivated to succeed Perseverance and resilience Confident and engaging presence
Qualifications Take a lead role in the day to day investment solutions provided to the private bank’s most discerning clients; Pro-actively contact clients with meaningful portfolio updates and provide investment recommendations within a portfolio context and a disciplined risk-controlled framework Provide investment expertise and support to the Active Advisory team Advise clients on overall investment
In this pivotal role, you will be a “Financial Concierge”, and will focus on providing a best in class client experience. You will establish and develop strong partnerships throughout the entire retail network including all areas of our business. To accomplish this, it will be necessary to provide exceptional day-to-day sales and service leadership and
The Online Division is currently seeking a full-time Financial Aid Planner. The primary objective is to educate and enroll students regarding their FA options and to put together a personalized plan inorder for them to proceed with the pursuance of their degree. Requirements: Bachelor’s degree preferred. One to two years’ experience in a financial setting;
Responsibilities: Promptly respond to management requests and be able to create ad hoc analytics Participate in meetings with the Senior Management to review results Partner with other teams within RS Finance and Corporate Finance Utilize technology to automate and assist in improving existing processes Job Summary Monthly maintenance of the RS forecasting and planning model
Qualification At least 3 years of revenue-generating financial sales experience required. FINRA Series 7 and 66 or (63 & 65) licenses required. Life Insurance License required. Bachelor’s degree preferred with an emphasis on business and communications. Strong written and verbal communication skills required. Computer literacy required, including Excel spreadsheet and word processing applications. Local travel