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- Tasks: Help clients achieve financial goals through personalised strategies and relationship building.
- Company: Join Edward Jones, a Fortune 500 company with over 100 years of history and 9 million clients.
- Benefits: Enjoy paid training, a salary for five years, flexible schedules, and comprehensive benefits.
- Why this job: Make a positive impact while growing your own practice in an inclusive and supportive environment.
- Qualifications: Bachelor's degree or relevant experience in financial services or sales required.
- Other info: Opportunity for commissions, profit sharing, and ongoing professional development.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Financial Advisor - Career Change Opportunity role at TieTalent.
Job Overview: This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants.
About the Role: If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals, such as retirement, wealth building, estate strategies, and funding education. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team, and other regional advisors. We have over 100 years of history and serve over eight million clients through more offices than any other investment firm in the U.S. and Canada.
Our Values and Support: We value our financial advisors' diverse backgrounds and foster an inclusive environment. Advisors lead their branch teams to serve clients effectively, understanding their goals to build trust and help them stay on track. We support you every step of the way with:
- Paid training to get registered and licensed
- A salary for the first five years as you build your practice
- A firm-provided branch office
- Branch support to help you focus on clients
- A vast support network from your branch to the home office
Compensation and Benefits: Our compensation package includes opportunities for commissions, profit sharing, and incentive travel, with no ceiling to your earning potential. We offer a flexible schedule, professional development, and a comprehensive benefits package including health, dental, vision, disability, life insurance, a 401k plan, and more. Bonuses, profit sharing, paid leave, and travel awards are also available.
Key Responsibilities:
- Build relationships to acquire new clients through face-to-face and virtual strategies
- Understand clients' needs to develop personalized financial strategies
- Oversee branch processes to ensure a high-quality client experience
- Collaborate with the branch team to increase effectiveness and achieve results
- Create an environment of trust, respect, and accountability in the branch
Qualifications and Skills: Candidates should have at least one of the following:
- Bachelor's degree or equivalent experience in securities/financial services
- Financial services or sales experience
- Relevant licensing or certification
- Professional or military career progression
Licensing Requirements:
- SIE (can be obtained without sponsorship), Series 7, and Series 66, or will need to be obtained
- State insurance licenses
- Ongoing training to maintain licenses
About Us: Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 advisors across the U.S. and Canada. We are committed to our purpose: partnering for positive impact to improve lives and communities. We promote an inclusive, flexible, and innovative workplace where everyone belongs.
Financial Advisor - Career Change Opportunity employer: TieTalent
Contact Detail:
TieTalent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - Career Change Opportunity
✨Tip Number 1
Network with current financial advisors to gain insights into their daily routines and challenges. This will not only help you understand the role better but also allow you to make valuable connections that could support your application.
✨Tip Number 2
Attend financial services workshops or seminars to enhance your knowledge and skills. This shows your commitment to the field and can provide you with practical examples to discuss during interviews.
✨Tip Number 3
Familiarise yourself with the latest trends in financial advising, such as digital tools and client relationship management software. Being knowledgeable about these tools can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interviews by practising common financial advisor scenarios, such as how to handle difficult client situations or how to create a financial plan. This will help you demonstrate your problem-solving skills and client-focused approach.
We think you need these skills to ace Financial Advisor - Career Change Opportunity
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for the Financial Advisor position. Tailor your application to highlight how your background aligns with these requirements.
Craft a Compelling CV: Your CV should clearly showcase your relevant experience, skills, and achievements. Focus on any financial services or sales experience you have, and ensure it is formatted professionally.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and explain why a career change to financial advising excites you. Highlight your transferable skills and how they can benefit the company and its clients.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at TieTalent
✨Research the Company
Before your interview, take some time to learn about Edward Jones. Understand their values, mission, and the services they offer. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Prepare for Behavioural Questions
Expect questions that assess how you've handled situations in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you demonstrate your problem-solving skills and ability to build relationships with clients.
✨Showcase Your Transferable Skills
If you're changing careers, highlight skills from your previous roles that are relevant to financial advising, such as communication, sales experience, or customer service. Make it clear how these skills can benefit your potential clients.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the training process, team dynamics, or how success is measured in the role. This shows your enthusiasm and helps you determine if the company is the right fit for you.
