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DATE ADDED: Mon 08/10/2018

Entry Level Financial Planner

Cincinnati, USA
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COMPANY: CONFID.

Job Description

Prepare yourself for a brand new career - one where your success is completely in your hands. We are one of largest privately owned financial-services leader with 20,000 Financial Advisors in the United States and Canada and more than 40 years of serving individual investors. As an Financial Advisor, you will take charge of your career and your income as you form meaningful, long-term relationships with clients as you help them work toward their financial goals.

What is the role of a Financial Advisor?

• Deliver personalized financial solutions to help clients work toward their long-term financial goals
• Develop and deepen client relationships
• Build and manage an expansion a team and a branch within your community

What traits and competencies should a Financial Advisor candidate possess?
• A track record of professional success Relationship-building skills and commitment to establishing long-term clients
• Strong desire for performance driven compensation and growing earnings potential
• A self-motivated, highly driven and entrepreneurial personality
• Desire to work from an office in your community

What can a Financial Advisor expect?
• Industry-leading training*to help you succeed
• Industry-leading training*to help you succeed
• Professional support to pass your Series 6/65, Series 63, Series 26 and insurance licensing exams
• Financial support during exam study and training as you grow your client base
• Unlimited earnings potential that includes commissions, bonuses, profit sharing and incentive travel
• Company-provided office in your community and a dedicated branch administrator to help manage client services and marketing activities
• Ongoing business development training, mentorship and networking opportunities
• The ability to provide strategic and personalized insight for your clients with support from a company that shares your integrity
• The opportunity to succeed with the flexibility to balance personal and family values

What are the preferred qualifications for the Financial Advisor role?

•Ability to put the client first
• Proven track record of success
• Strong communication skills
• Confident and resilient personality
• Ability to listen, understand and give advice
• Goal oriented at an individual and team level


We value financial services experience If you have past experience as a stockbroker, finance manager, financial adviser, financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment representative, branch manager, broker or certified financial planner (CFP), your experience could translate well to the financial advisor job at Edward Jones. We also look for potential candidates who have experience in banking, accounting, real estate, hospitality, investment banking, insurance and sales. If you've held a job as an account manager, territory manager, sales manager, sales director, wholesaler, business development manager, business development coordinator, business development officer, area manager or regional manager, your skills and qualifications could be transferable to the financial advisor role


Role: Entry Level Financial Planner
Job Type:
Location: Cincinnati,

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