Position Details

Salary $45K – $100K USD / year

Type Full-Time

Experience entry

Exp. Years Not specified

Education Bachelor's degree or equivalent work experience

Category Finance & Accounting

About this role

Financial Advisor role with Edward Jones focusing on building a remote practice, licensing pathway, client acquisition, and investments guidance.

Key Responsibilities

Build relationships to create new clients
Understand client goals and provide investment guidance
Oversee branch processes and business plan
Engage branch team for effectiveness
Provide training and support

Technical Overview

Licensing requirements (SIE, Series 7, Series 66); training programs; client relationship management; sales support.

Ideal Candidate

The ideal candidate is a motivated financial professional pursuing licensing with a growth mindset, strong client service skills, and the ability to build a remote advisory practice.

Must-Have Skills

Licensing: SIESeries 7Series 66FINRA licensing

Nice-to-Have Skills

CFPChFCexperience in financial advisory

Tools & Platforms

CRMOffice tools

Required Skills

Licensinginvestment strategiesclient relationshipsremote workcommunicationssales

Hard Skills

SIESeries 7Series 66licensinginvestment strategiesclient relationshipsquality customer servicesales and commissionstraining program

Soft Skills

self-motivationcommunicationrelationship buildingtime managementcritical thinking

Certifications

Required

SIESeries 7Series 66

Preferred

CFPChFC

Industry & Role

Industry Financial Services

Job Function Grow a personal client advisory practice through licensing, training, and client acquisition

Role Subtype financial advisor

Keywords for Your Resume

financial advisoredward jonessieseries 7series 66licensinginvestment strategiesclient relationshipssalesremotetraining programbranch officehome-officefinancial servicesportfolio managementfinancial planningSIESeries 7Series 66LicensingFINRAcommissionstraining

Deal Breakers

not licensed (SIE/Series 7/66), not authorized to work in the United States, not willing to pursue licensing within required timeframes

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