US Experienced Financial Advisor
E
Edward Jones
📍 stockton, municipality of glenboro – south cypress, Canada
Job Description
Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams.
Key Responsibilities
- Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media, speaking engagements).
- 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, 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 o...