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Financial Advisor - Career Change Opportunity

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Financial Advisor - Career Change Opportunity

Helper Jobs
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Description

Mortenson


ENERGY STORAGE ELECTRICAL HELPER - JAGUAR
Mortenson • Belpre, OH, United States • via Snagajob
5 hours ago
$15.96–$23.41 an hour
Full–time and Part-time
No Degree Mentioned
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Job highlights
Identified by Google from the original job post
Qualifications
This means we act with dependability, initiative and a positive attitude to produce high quality work and deliver an exceptional customer experience
A
Limited ability to read and interpret documents such as safety regulations, operation and maintenance instructions, blueprints and schematic drawings, and procedure manuals
16 more items(s)
Responsibilities
Responsible for safely assisting Electrical Laborers and Journeyman with material handling, assembling and dismantling of equipment, preparing work areas, and cleaning of machines and work spaces
We accept direction from supervisors and seek out constructive feedback
This begins by aligning with Mortenson’s values and ethical standards as stated in the Mortenson Code of Ethics and Business Conduct, in addition to abiding by the procedures and practices outlined in the Mortenson Operations Manual
11 more items(s)
Job description
PRIMARY PURPOSE OF POSITION

Responsible for safely assisting Electrical Laborers and Journeyman with material handling, assembling and dismantling of equipment, preparing work areas, and cleaning of machines and work spaces.

EXPECTATIONS OF ALL TEAM MEMBERS

At Mortenson, we believe everyone is a leader. For that reason, every team member is expected to apply our leadership principles – Do the R...
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Edward Jones


Financial Advisor - Career Change Opportunity
Edward Jones • Warren, OH, United States • via LinkedIn
12 hours ago
$38.5K–$1L a year
Full–time
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Job highlights
Identified by Google from the original job post
Qualifications
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period
FINRA registrations required within three months
State insurance licenses will be required
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing
Benefits
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹
Salary for the first four years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch 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
Includes bonus potential, 401K, and comprehensive health benefits
For more information please visit: Edward Jones Benefits Page
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
² As your new asset compensation and commissions increase over the first four years, salary will decrease
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model
The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years
For more information regarding compensation please click the link below
New Financial Advisors Compensation
Supplemental Starting Salary Range $38,500 - $100,000
Hiring Minimum: $
Hiring Maximum: $
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Responsibilities
Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more
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 financial advisors
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them 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
Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations
Financial advisors earning potential is reflective of their performance
Job description
Job Overview

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: retirement, building wealth, estate strategies, funding education and more. 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 financial advisors. You'll benefit from the experience that comes from 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 valued partners, 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

We'll give you the support you need. Our team will be there every step of the way, providing:
• Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
• Salary for the first four years as you begin to build your practice²
• A firm-provided branch office in the community
• Branch office support to help lighten the load so you can focus on your clients
• A support network that extends from your branch 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.

Benefits:
• Includes bonus potential, 401K, and comprehensive health benefits

For more information please visit: Edward Jones Benefits Page

You can also expect...
• No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
• A compensation package that includes opportunities for commissions, profit sharing and incentive travel
• The flexibility that you need to balance your personal and professional lives - the best of both worlds
• A culture of continuous improvement and professional development

Key Responsibilities
• Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them 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.

¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration

² As your new asset compensation and commissions increase over the first four years, salary will decrease

We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation

Supplemental Starting Salary Range $38,500 - $100,000

Hiring Minimum: $

Hiring Maximum: $

Skills/Requirements

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

What characteristics would make you a successful financial advisor?
• An interest in financial services/markets and how they work
• Love of learning and challenges, including determination to succeed
• Skilled in long-term relationship building
• Comfortable in your ability to think critically
• Passion for new opportunities

Can you see yourself...
• Learning to be a financial advisor through our comprehensive training program?
• Delivering personalized investment and financial solutions to your clients?
• Taking ownership of your business's growth and success?
• Meeting professional and personal objectives as they relate to building your practice?
• Working in and positively impacting your local community?

Skills/Requirements

Candidates should have at least one of the four qualifications bullets listed below:
• A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
• Financial services and/or sales experience
• Financial services registration, licensing, or certification
• Professional and/or military career progression

Licensing:
• SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
• FINRA registrations required within three months. State insurance licenses will be required.
• As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, ****** orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Attributes

Company Name: Edward Jones

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