Edward Jones Consultant

Natixis Investment Managers

184d•$153,000 - $207,000

About The Position

As a member of our Wealth Management sales team, the Edward Jones Consultant will partner with our Managing Regional Directors to specifically support the Edward Jones broker/dealer community across a territory. The Edward Jones Consultant will be initially based in Boston, building relationships and conducting meetings with Edward Jones clients both virtually and in person. After a period of six months, performance and readiness will be evaluated, and employees may be considered for promotion to a field-based position. Employees must be willing to relocate to their assigned territory upon acceptance of this position.

Requirements

3-5 years related sales experience
FINRA SIE, Series 7 and 63 required
Excellent presentation skills
Strong communication and interpersonal skills, with a proficiency in articulating ideas and solutions
Ability to navigate intricate organizational structures and wield influence in the decision making process

Nice To Haves

Familiarity of Edward Jones’ culture and structure a plus

Responsibilities

Serve as the “expert” on Edwards Jones structure, mission, goals, culture, compliance, and branch standards
Cultivate and nurture relationships with Edward Jones advisors and regional leaders
Collaborate with internal and external Natixis sales team to optimize sales and service opportunities
Implement tailored marketing and outreach strategies to further Natixis’ brand awareness and educate on our capabilities including SMAs, mutual funds, ETFs, direct indexing and portfolio construction
Deliver continuing education and other value add presentations via virtual and in person seminars
Stay informed on industry trends, competitor offerings and market dynamics to strategically position Natixis product and solutions
Partner with National Accounts to further Natixis’s partnership internally at Edward Jones