Financial Advisor - Menomonie, WI - Market 29, Region 06
About The Position
Edward Jones is seeking individuals for a career as a financial advisor, a role that involves partnering with clients to help them achieve their long-term financial goals such as retirement, wealth building, estate strategies, and education funding. As a financial advisor, you will develop and grow your own practice with comprehensive support from your branch team, a home-office team, and regional financial advisors. The firm boasts a rich history of over 100 years and has more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Edward Jones values an inclusive environment where diverse viewpoints contribute to success. Financial advisors lead their branch teams, understand client goals deeply to build trust, and positively impact clients' lives and their communities. The firm provides paid training, a salary for the first five years while building a practice, a firm-provided branch office, branch office support, and a robust support network from the local branch to the home office. Earning potential is uncapped and tied to effort, with a compensation package including commissions, profit sharing, and incentive travel. The role offers flexibility to balance personal and professional lives and fosters a culture of continuous improvement and professional development.
Requirements
- A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
- Financial services and/or sales experience
- Financial services registration, licensing, or certification
- Professional and/or military career progression
- SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
- FINRA registrations required within three months.
- State insurance licenses will be required.
- As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Nice To Haves
- An interest in financial services/markets and how they work
- Love of learning and challenges, including determination to succeed
- Skilled in long-term relationship building
- Comfortable in your ability to think critically
- Passion for new opportunities
Responsibilities
- Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
- Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
- Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
- Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
- Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
Benefits
- Paid training
- Salary for the first five years as you begin to build your practice
- A firm-provided branch office in the community
- Branch office support
- A support network that extends from your branch office to your region to the home office
- No ceiling to your earning potential and growth
- A compensation package that includes opportunities for commissions, profit sharing and incentive travel
- The flexibility that you need to balance your personal and professional lives
- A culture of continuous improvement and professional development
- Medical and prescription drug coverage
- Dental coverage
- Vision coverage
- Voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Disability income continuation
- Basic life coverage
- Basic AD&D coverage
- 401k retirement plan
- Tax-advantaged accounts: health savings account and flexible spending account
- Flexibility in their schedule
- Paid sick leave and paid time off (where required by applicable law)
- Bonuses
- Profit sharing
- Paid medical and parental leave (for Financial Advisors that satisfy eligibility requirements)
- Participation in the firm's Travel Award Program
- Employee Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
