About Company
Edward Jones is a financial services firm dedicated to serving the needs of individual investors. With a history spanning over a century, we’ve built a reputation for deep client relationships, personalized advice, and a commitment to helping people achieve their long-term financial goals. Our unique approach emphasizes one-on-one relationships, empowering our financial advisors to truly understand their clients’ aspirations and create tailored strategies. We believe in providing comprehensive support, world-class training, and cutting-edge technology to enable our consultants to thrive, even in a remote setting. Joining Edward Jones means becoming part of a supportive community focused on making a meaningful difference in the lives of clients across North America. We value integrity, respect, and a strong sense of purpose in all that we do, fostering an environment where both our clients and our associates can prosper.
Job Description
Are you a highly motivated and experienced finance professional looking for an opportunity to leverage your expertise in a flexible, remote environment? Edward Jones is seeking a dedicated Remote Finance Consultant to join our growing team, based remotely out of the Cottondale, Tuscaloosa area. In this pivotal role, you will be responsible for building and nurturing strong client relationships, understanding their financial situations, and developing comprehensive, personalized strategies to help them achieve their unique financial objectives. This isn’t just about managing investments; it’s about being a trusted advisor, guiding clients through life’s financial milestones, from retirement planning and education savings to estate considerations and wealth preservation.
As a Remote Finance Consultant, you will operate with a high degree of autonomy, managing your client portfolio and schedule effectively from your home office, while benefiting from the robust training, technology, and support infrastructure of Edward Jones. You will conduct thorough financial analyses, present clear and actionable recommendations, and continuously monitor client portfolios to ensure alignment with their goals and market conditions. We are looking for an individual with an entrepreneurial spirit, exceptional communication skills, and a genuine passion for helping others navigate the complexities of their financial futures. While operating remotely, you will still be encouraged to connect with the local community to grow your practice, fostering a strong local presence even from a distance. This role offers the unique blend of independent practice with the backing of a century-old, reputable firm, providing you with the tools and resources to build a thriving career without the daily commute.
Key Responsibilities
- Develop and maintain strong, long-term relationships with individual clients.
- Conduct comprehensive financial analyses to understand client goals, risk tolerance, and current financial status.
- Design and implement personalized financial plans covering investments, retirement, education, and estate planning.
- Provide ongoing advice and guidance on investment strategies, market trends, and economic developments.
- Ensure all activities adhere to FINRA, SEC, and internal compliance regulations.
- Proactively identify and cultivate new client relationships through networking and referrals within the community.
- Utilize CRM and financial planning software to manage client portfolios and documentation.
- Participate in continuous professional development and training initiatives.
Required Skills
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- FINRA Series 7 and Series 66 (or Series 63 and 65) licenses are required.
- Minimum of 4 years of experience in financial advising, wealth management, or a related client-facing financial role.
- Demonstrated ability to build and maintain strong client relationships.
- Excellent analytical, problem-solving, and decision-making skills.
- Exceptional verbal and written communication abilities.
- Strong proficiency with financial planning software and CRM systems.
- Self-motivated with strong organizational and time management skills to thrive in a remote work environment.
Preferred Qualifications
- Certified Financial Planner (CFP®) or Chartered Financial Analyst (CFA) designation.
- Master's degree in Finance or a related field.
- Experience with a diverse range of investment products and services.
- Proven track record of success in business development and client acquisition.
- Familiarity with the local market and community of Cottondale/Tuscaloosa area.
Perks & Benefits
- Competitive base salary with significant commission and bonus potential.
- Comprehensive health, dental, and vision insurance plans.
- 401(k) retirement plan with company matching contributions.
- Generous paid time off (PTO) and holidays.
- Robust professional development programs and ongoing training.
- Flexible remote work environment.
- Technology stipend for home office setup and maintenance.
- Access to industry-leading research, tools, and support.
How to Apply
Interested candidates are encouraged to apply directly through our official career portal. Please click on the application link below to submit your resume and cover letter, detailing your experience and why you are an ideal fit for this remote role with Edward Jones.