Experienced Financial Advisor

hace 1 mes


Río Cañas Barrio, Puerto Rico Edward Jones A tiempo completo
Job Overview

We're seeking a skilled and ambitious financial advisor to join our team at Edward Jones. As a financial advisor, you'll have the opportunity to develop and grow your own practice, supported by a dedicated team of professionals.

With over 100 years of history, we're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds.

We value an inclusive environment where everyone's different viewpoints help to achieve results. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.

Key Responsibilities
  • Build relationships to create new clients via face-to-face and virtual sourcing strategies.
  • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients 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

We offer a competitive compensation package, including bonus potential, 401K, and comprehensive health benefits. Our financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance.

We also provide a support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.

For more information, please visit our website or speak with a recruiter to learn more about this exciting opportunity.



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