11 часов назад
Senior Advisor Consultant, Edward Jones (Asset Management)
125 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Advisor Consultant, Edward Jones (Asset Management): Supporting Edward Jones Financial Advisors across a designated U.S. region to grow assets under care, retain existing assets, and expand client partnerships with an accent on investment advice, financial planning, and tailored portfolio solutions. Focus on developing sales strategies, positioning Franklin Templeton products, managing territory relationships, and addressing complex client requirements.
Location: Remote within a designated U.S. region, with required relocation to the assigned hiring location. Available locations include St. Louis, Los Angeles, Greater Baltimore, Detroit, New Orleans, Des Moines, Omaha, Atlanta, Phoenix, and Minneapolis.
Salary: $125,000 annually, plus discretionary bonus and other compensation.
Company
is an asset manager serving clients in more than 155 countries through global investment teams.
What you will do
- Support Edward Jones Financial Advisors in gathering net new assets and retaining existing assets under care.
- Advise on investment solutions, financial planning, goals-based advice, and ’s value beyond investments.
- Educate advisors and clients on investment capabilities, products, portfolio construction, and custom solutions.
- Develop prospecting, follow-up, sales, and market-share strategies based on industry and competitive data.
- Build client relationships through internal networks, external centers of influence, consultation, and investment advice.
- Lead regional sales efforts, collaborate with internal partners, mentor peers, and manage territory travel and entertainment expenses.
Requirements
- 5–7 years of related sales experience.
- Series 7 and Series 63 licenses required.
- Willingness to relocate to the designated U.S. territory is required.
- Excellent presentation skills.
- Expertise in investment products, strategies, portfolio solutions, and client relationship development.
Culture & Benefits
- Three weeks of paid time off during the first year.
- Medical, dental, and vision insurance.
- 401(k) plan with an 85% company match up to IRS limits.
- Employee Stock Investment Plan with discounted share purchases.
- Learning and Education Assistance Program and employee investment benefits.
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