Edward Jones for Chartered Accountant in New York, NY
Chartered Accountant
Location: New York, NY
Individuals from a variety of career backgrounds and jobs, including salespeople, 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’s job to get to know clients, their investment needs, and their objectives. Then you’ll deliver the appropriate investments and financial services individually and personally. 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 sales, management, or account executive background complements 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, 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 individually and personally. A big sales 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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