Financial Planning Consultant Position at Edward Jones – Andy C Evans

  • Location: Texas
  • Type: Full Time
  • Posted: July 15, 2023

Industry: Private

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join our Team at Edward Jones – Financial Advisor: Andy C Evans, CFP®|ChFC®|CEPA®

About Us:

Edward Jones is a renowned financial services firm dedicated to helping individuals and families achieve their financial goals. With a client-centric approach, we provide personalized financial solutions and advice to help our clients plan for a secure future.

We are Hiring:

We are currently looking for a motivated and experienced Financial Planning Consultant to join the team of Andy C Evans, a Certified Financial Planner®, Chartered Financial Consultant®, and Certified Exit Planning Advisor®. This is a fantastic opportunity to work with a seasoned professional in the financial industry and grow your career in a supportive environment.

Position: Financial Planning Consultant

Job Responsibilities:

  • Collaborate with clients to develop comprehensive financial plans based on their individual goals and needs
  • Provide investment recommendations and strategies to help clients build and protect their wealth
  • Offer guidance on retirement planning, estate planning, tax strategies, and insurance needs
  • Monitor and review client portfolios regularly to ensure alignment with their financial objectives
  • Stay informed about market trends, economic developments, and regulatory changes to provide up-to-date advice

Qualifications:

  • Minimum of 3 years of experience in financial planning, investments, or related field
  • Hold relevant certifications such as CFP®, ChFC®, or CEPA®
  • Demonstrated ability to build and maintain client relationships
  • Strong knowledge of investment products, retirement planning, and tax strategies
  • Excellent communication and presentation skills
  • Ability to work independently and as part of a team

Why Join Us:

At Edward Jones, we believe in empowering our employees to reach their full potential. As a Financial Planning Consultant, you will have the opportunity to work with a diverse client base, collaborate with experienced professionals, and access continuous training and development opportunities.

We offer competitive compensation packages, including base salary and performance-based bonuses, as well as benefits such as health insurance, retirement savings plans, and professional development assistance. Join our team and make a meaningful impact on the lives of our clients.

Apply Now:

If you are passionate about financial planning and helping others achieve their financial goals, we want to hear from you. Apply on this page to join Edward Jones – Financial Advisor: Andy C Evans, CFP®|ChFC®|CEPA®.

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