Job Description
Join Edward Jones, a Fortune 500 leader in financial services, as a Financial Advisor in Raleigh, NC. Build a rewarding career helping clients achieve their financial goals through personalized wealth management strategies. We offer comprehensive training, robust technology platforms, and a supportive entrepreneurial environment where your success is our priority.
As a cornerstone of our Raleigh community, you'll develop long-term client relationships while delivering investment solutions, retirement planning, and risk management expertise. Edward Jones provides industry-leading resources and a proven business model designed to help you thrive professionally.
Responsibilities
- Develop and maintain comprehensive financial plans for high-net-worth individuals and families
- Acquire new clients through targeted networking and community engagement
- Manage investment portfolios aligned with client risk tolerance and objectives
- Provide ongoing portfolio reviews and strategic market insights
- Ensure strict compliance with FINRA and SEC regulations
- Collaborate with internal partners (e.g., operations, compliance) for seamless client service
- Participate in professional development to maintain CFP or CFA credentials
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 7, 66 (or 63/65) securities licenses required
- Minimum 3 years experience in financial services or client advisory role
- Strong track record in client acquisition and relationship management
- CFP or CFA designation preferred
- Exceptional communication and presentation skills
- Proven ability to work independently with entrepreneurial mindset
- Valid North Carolina insurance licenses (Life, Health, Variable Annuities)