Industry: Financial Planning Consultants,Investments,Financial Services

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Edward Jones – Financial Advisor: John Kaleh, AAMS™|CRPC™

About Us

Edward Jones is a well-established financial services firm that focuses on helping individual investors reach their long-term financial goals. With over 7 million clients and more than 14,000 financial advisors across the United States and Canada, Edward Jones has a reputation for providing personalized service and building long-lasting relationships with clients.

Job Title: Financial Advisor

Location: [City, State]

Job Description

As a Financial Advisor at Edward Jones under the guidance of John Kaleh, AAMS™|CRPC™, you will have the opportunity to work closely with clients to understand their financial goals and develop personalized strategies to help them achieve those goals. You will provide ongoing financial advice and guidance, helping clients navigate their investment choices, retirement planning, estate planning, and more.

Key Responsibilities

• Develop and maintain client relationships through personalized service
• Assess client financial situations and goals to create customized financial plans
• Provide investment recommendations based on client objectives and risk tolerance
• Monitor client portfolios and make adjustments as needed
• Educate clients on financial planning strategies and investment options
• Stay current on industry trends and regulations

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field
• AAMS™ or CRPC™ certification preferred
• 2+ years of experience in financial planning, investments, or related field
• Series 7 and Series 66 licenses required
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits

• Competitive salary and bonus potential
• Comprehensive benefits package, including health, dental, and vision insurance
• Retirement savings plan with company match
• Ongoing training and development opportunities
• Paid time off and paid holidays

How to Apply

If you are passionate about helping individuals achieve their financial goals and have the qualifications to succeed in this role, we encourage you to apply on this page. Join Edward Jones and John Kaleh, AAMS™|CRPC™, and make a difference in the lives of your clients.