Edward Jones for Chartered Accountant in New York, NY

Author - December 25, 2016

Chartered Accountant
Location: New York, NY

Individuals from a variety of career backgrounds and jobs including sales people account executives and corporate managers have found new success as Edward Jones Financial Advisors. In this new career, you will work autonomously out of a branch office in your local community making face-to-face contacts in neighborhoods and with businesses, introducing yourself and Edward Jones.

It will be your Accountant job to get to know clients, their investment needs, and their objectives. Then you’ll deliver the appropriate investments and financial services on an individual and personal basis. Edward Jones offers individualized investment recommendations focused on a diversified mix of stocks, fixed-income investments including bonds and certificates of deposit, mutual funds, and annuities, as well as a wide range of insurance options, including life insurance, long-term disability, and long-term care.

A big sale, management or account executive background compliments the Edward Jones, business model. We frequently find that individuals with solid sales skills thrive as Financial Advisors because they understand the commitment and relationship-building skills that are crucial to establishing long-term clients.

What leads to success as a Financial Advisor?

Edward Jones believes in doing business the old-fashioned way, face to face. When starting out, our Financial Advisors spend most of their time in the communities they serve, making face-to-face contacts in neighborhoods and with businesses, introducing themselves and Edward Jones. They spend time getting to know their clients, their investment needs, and their objectives. Then they deliver the appropriate investments and services on an individual and personal basis. A big sale and management background compliments the Edward Jones, business model. We frequently find that individuals with a solid sales or management history thrive as Financial Advisors because they understand the commitment and relationship-building skills that are crucial to establishing long-term clients.

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