Senior Advisor Consultant – Edward Jones

Senior Advisor Consultant – Edward Jones

Requirements

• Typically has 5-7 years related sales experience.
• Series 7 and 63 required.
• Relocation to the territory is required.
• Excellent presentation skills.

Responsibilities

• Increases FT assets under care management (AUC) by attracting new assets and retaining existing assets.
• Serves as the ‘expert’ on Edwards Jones structure, mission, goals, culture, compliance, and branch standards.
• Anticipates and addresses the investment needs of clients.
• Understands and immerses self into the Edward Jones culture to drive the Signature Experience across the firm.
• Advise clients on how FT’s ‘value beyond investments’ can be incorporated into their practice to help serve their clients more completely.
• Educate clients on FT’s investment capabilities and how, packaged together and with other top solutions can grow their business and meet their client’s financial goals.
• Demonstrates how FT’s products complement the client’s business needs, including sophisticated clients with complex requirements, such as tailored portfolio construction services and custom solutions.
• Recognized as an industry expert by enhancing FT’s position in the market, driving innovative sales ideas, approaches, and techniques.
• Educates peers and represents FT at events and activities.
• Develops sales approach to changing market conditions and evolving client needs by providing value-added advice and positioning.
• Uses industry and competitive data to achieve sales goals.
• Evolves and executes on optimum prospecting and contact strategies for new and existing clients; identifies targeted sales opportunities.
• Manages expenses against annual territory travel and entertainment (T&E) budget.
• Maximizes FT resources to build brand awareness, showcase FT’s capabilities, and achieve sales targets.
• Applies expert knowledge of FT investment philosophies, processes, strategies, and products to increase market share within territory.
• Helps the Edward Jones advisor on their Goals Based Advice to expand High-Net-Worth clients.
• Maximizes internal networks and external centers of influence to deepen and enhance relationships with clients via investment advice, communication, and expert/seasoned knowledge of FT products, services, and the market/industry.
• Tailors best practice ideas, education, and consultation on appropriate solutions to strengthen and expand client relationships.
• Advises and positions FT products and applies knowledge of competitor products in order to meet client’s needs.
• Draws upon FT’s portfolio managers’ perspectives and product details to recommend appropriate solutions to meet client’s needs and increase market share.
• Leads and directs sales efforts with internal partners to achieve sales targets.
• Maintains and grows partnership and teamwork with internal resources through collaboration and mentoring.

Preferred Qualifications

No preferred qualifications provided.