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Full Time
8/1/2025
West Bend, WI 53090
(26.1 miles)
Financial Representative Trainee (Sales) - Milwaukee, WILocation: WisconsinWork Type: Full Time RegularJob No: 503741Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled 2025-07-25 SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee (Sales) - Chicago. IL Illinois | 503739 Advisor Sales Manager - Houston, TX Texas | 503932 Financial Representative Trainee (Sales) - Phoenix, AZ Arizona | 503747
Full Time
7/29/2025
Hartford, WI 53027
(32.1 miles)
Job OverviewThis job posting is anticipated to remain open for 30 days, from 30-Jul-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
7/28/2025
Hubertus, WI 53033
(38.7 miles)
OverviewHarmonyCares is one of the nation’s largest home-based primary care practices. HarmonyCares is a family of companies all dedicated to providing high-quality, coordinated health care in the home. This includes HarmonyCares, HarmonyCares Medical Group, HarmonyCares Home Health and HarmonyCares Hospice.Our Mission – To bring personalized, quality-based healthcare to the home of patients who have difficult accessing care.Our Shared Vision – Every patient deserves access to quality healthcare.Our Values – The way we care is our legacy. Every interaction counts. Go the extra mile. Empower and support each other.Why You Should Want to Work with UsHealth, Dental, Vision, Disability & Life Insurance, and much more401K Retirement Plan (with company match)Tuition, Professional License and Certification ReimbursementPaid Time Off, Holidays and Volunteer TimePaid Orientation and TrainingGreat Place to Work CertifiedEstablished in 11 statesLargest home-based primary care practice in the US for over 28 years, making a huge impact in healthcare today!More details about the benefits we offer can be found at https://careers.harmonycares.com/benefits. ResponsibilitiesThe Community Liaison, Medical Group is responsible for inbound/outbound communication and business development for HarmonyCares Medical Group (House calls). The role acts as the local market B2B, B2C, and D2C representative educating community partners and potential patients about the company, our mission and service offerings. The Community Liaison Medical Group will help facilitate patient transitions of care from area facilities and referral partners to HarmonyCares and will explain the benefits of enrollment to eligible patients and caregivers.Essential Duties and ResponsibilitiesMarket analysis, along with competitive landscape, in which to differentiate our HarmonyCares services to external referral partners.Know and educate the community on our mission to provide high-quality personalized healthcare in the home for people that need it the mostMeet and exceed agreed upon in person and virtual meeting goals with key decision makersThoroughly understand eligibility and enrollment processes for HarmonyCares Medical GroupProvide education on and facilitate, as requested, benefit enrollment and processesTrack performance in CRM demonstrating plan and adherence to budgeted targets for a given regionSchedule face-to-face or phone discussions with patients and their caregivers (or other legal representatives) to provide guidance on patient eligibility for all programsFor patients interesting in being aligned or attributed to an accountable care organization (or other CMS alternative payment model) in which one of the Company’s practices are participating, inform them about the program; and, if they opt to voluntarily align, collect Voluntary Alignment Form from patients (or their legal representatives)Answer inbound calls from patients, families, and facility staff members regarding the Company’s business units operating in the relevant marketPromptly, accurately, professionally triage all patient concerns related to care needs, scheduling and billing to the appropriate departmentOversee and document outreach calls conducted and meetings scheduled with external sourcesAdhere to all company policies and procedures and all applicable laws and requirements, including without limitation those related to marketing (including marketing plans), interacting with referral sources and patients, beneficiary notifications, and conducting patient outreach (i.e., calls and in person)Comply with HIPAA privacy and security guidelines and company policies, procedures and standardsMaintain consistent communication with sales leader and local Business Unit leadership and support staffPerform other additional duties as assigned QualificationsRequired Knowledge, Skills and ExperienceBachelor’s Degree or four years of B2B sales experienceThree years of health care related industry sales/marketing experience requiredExcellent organization, problem solving skills and the ability to appropriately represent company service capabilities to the targeted referral sourceKnowledge of sales techniques and territory managementExcellent interpersonal communication, presentation and customer service skills requiredProficiency with Microsoft Office, Word, Excel, OutlookAbility to travel within assigned territory and attend sales meetings as requiredExcellent written and verbal communication skillsAbility to work independently and complete multiple tasksStrong organizational skillsPreferred Knowledge, Skills and ExperienceSelf-motivated and driven individual who does not require significant oversight to perform at a high level after initial orientation and training Pay TransparencyIndividual compensation packages are based on various factors unique to each candidate, including skill set, experience, qualifications, and other job-related considerations. NoticeHarmonyCares and HarmonyCares Hospice are not affiliated with Harmony Hospice Care. HarmonyCares Hospice does not conduct business in OH. HarmonyCares Hospice conducts business in MI, VA, WI, TX, IN, IL.
Full Time
7/26/2025
Germantown, WI 53022
(41.5 miles)
Safety-KleeninWaukesha, WI,is seeking aSales and ServiceRoute Driver - Class B Driver- Hazmat/Tanker endorsements preferred- but can obtain upon hire (within 45 days of hire) This role will train to drive a Class B box truckto provide onsite service for parts washer machines, pick up containerized hazardous waste, and sell products/services in a defined route.Safety-Kleen, a subsidiary of Clean Harborsis the leading provider of environmental, energy and industrial services throughout the United States, Canada, Mexico and Puerto Rico. Everywhere industry meets environment, Clean Harbors is on-site, providing premier environmental, energy and industrial services. We are solving tough problems through innovation and proven methodology – come be part of the solution with us. Why work for Clean Harbors Health and Safety is our #1 priority and we live it 3-6-5!Focus on maintaining sustainability and cleaning the EarthRecruiting Pay range $25-$27Comprehensive health benefits coverage after 30 days of full-time employment including 401K with Company matchOwn part of the company with our Employee Stock Purchase PlanOpportunities for growth and development for all the stages of your careerCompany paid training and tuition reimbursementRESPONSIBILITIESKey Responsibilities: Ensure Health and Safety is the number one priority by complying with all safe work practices, policies, and processes and always acting in a safe mannerMay visit 10-12 customer sites per daySwitch out 15- & 30-gallon drums of solutionsService parts washer machines and clean out sediment from sinksUp-sell at customer locations and generate new leads in the fieldService automotive repair, fleets, and manufacturing type businessesComplete daily scheduled services, deliveries, and pick-ups in a timely mannerFollow all local, state (provincial) and federal compliance regulations and rulesSafely operate vehicles in accordance with U.S. DOT, local, state (provincial) and federal requirementsObserve all company environmental health and safety operating guidelinesPerforms other duties as assignedQUALIFICATIONSRequired Qualifications:Class B CDLObtain Hazmat and Tanker endorsement within 90 days of employmentBasic computer and math skillsGood written and verbal communication skillsStrong customer service skillsPerform physical functions per job requirementsSuccessfully complete a background check, drug test, and physical, by positionPer OSHA’s Respiratory Protection standard, 29 CFR 1910.134, employees in positions requiring respirators are required to meet facial hair standards. Preferred Qualifications:Strong customer service skillsCommercial route driving experience (Class C or Non-CDL) Clean Harbors is an equal opportunity employer. Clean Harbors is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact or 1-. Clean Harbors is a Military & Veteran friendly company. *CH
Full Time
8/1/2025
Appleton, WI 54911
(34.7 miles)
Company Description:Crown Equipment Corporation, one of the world's largest lift truck manufacturers, offers local support on a global scale with more than 15 manufacturing facilities worldwide and more than 500 retail locations in over 80 countries. Our global sales and service network provides our customers with a local resource for a wide variety of quality material handling equipment, fleet management solutions, warehouse products and support services to meet their needs anytime, anywhere.Job Posting ExternalJob DutiesSell select products in a geographical territory and/or assigned accounts.May work in a team approach and assist other sales positions with territory management and communication.Participate in corporate and local campaigns.Make sales calls to qualify prospects in person and over the telephone. Generate leads. Involvement in information gathering efforts and/or tracking and follow-up of leads and inquiries.Participate in training activities locally, in the field, and occasionally at the New Bremen, Ohio corporate headquarters.Collaborate with various departments within the branch.Minimum QualificationsLess than 2 years related experienceHigh school diploma or equivalentValid driver’s license, good driving record, and the ability to safely operate lift trucks for product demos.Preferred QualificationsBachelor’s degree in business management, marketing, entrepreneurship, professional selling, or related business program is a plus.Strong communication, organizational, and time management skills.Strong problem-solving capabilities, strong sense of responsibility and self-motivation, and ability to work in a team environment.Intermediate computer skills including a working knowledge of Microsoft Office Suite.Ability and willingness to work outside normal business hours to prepare for sales activitiesWork Authorization:Crown will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas or who need sponsorship for work authorization now or in the future, are not eligible for hire.No agency calls please.Compensation and Benefits:Crown offers an excellent wage and benefits package for full-time employees including Health/Dental/Vision/Prescription Drug Plan, Flexible Benefits Plan, 401K Retirement Savings Plan, Life and Disability Benefits, Paid Parental Leave, Paid Holidays, Paid Vacation, Tuition Reimbursement, and much more.EOE Veterans/Disabilities
Full Time
7/26/2025
Grafton, WI 53024
(39.6 miles)
$60,000 to $120,000 / yr
The pay range is $60,000.00 - $120,000.00Pay is based on several factors which vary based on position. These include labor markets and in some instances may include education, work experience and certifications. In addition to your pay, Target cares about and invests in you as a team member, so that you can take care of yourself and your family. Target offers eligible team members and their dependents comprehensive health benefits and programs, which may include medical, vision, dental, life insurance and more, to help you and your family take care of your whole selves. Other benefits for eligible team members include 401(k), employee discount, short term disability, long term disability, paid sick leave, paid national holidays, and paid vacation. Find competitive benefits from financial and education to well-being and beyond at .ALL ABOUT TARGETWorking at Target means helping all families discover the joy of everyday life. We bring that vision to life through our values and culture. .ALL ABOUT SPECIALTY SALES A sales force of specialized consultants who provide tailored suggestions and solutions through active selling and compelling visual merchandising presentations that inspire guests and build the basket.Teams in Apparel & Accessories (A&A), Beauty and Electronics prioritize guest experience while blending completion of tasks that ensure product is available and easy to shop – pulling, filling, pricing, setting, staging and maintaining the sales floor and the backroom.At Target, we believe in our team members having meaningful experiences that help them build and develop skills for a career. The role of a Specialty Sales Executive Team Leader can provide you with the:Knowledge of guest service fundamentals, experience building and managing a guest first culture on your teamKnowledge of retail business fundamentals including: department sales trends, inventory management, guest shopping patterns, pricing and promotions strategiesExperience setting and planning department(s) monthly/quarterly workload to support business priorities and managing a team to deliver on sales goalsAbility to manage multiple specialty businesses and balance team member expertise in each area to effectively manage teams in each departmentKnowledge of competitors and ability to leverage insights that drive business objectives in each specialty departmentExperience managing a team of hourly team members and leaders and creating business specific strategies and goalsSkills in recruiting, selecting and talent management of hourly team members and leadersAs a Specialty Sales Executive Team Leader, no two days are ever the same, but a typical day will most likely include the following responsibilities:Drive total store sales, understand your role in sales growth and how your departments and team contribute to and impact total store profitabilityCreate a guest-obsessed culture and lead your team to prioritize the guest experience and deliver on store sales goalsCreate schedules and make adjustments as needed to align to guest traffic and business needsManage your team to effectively plan merchandising and pricing workload including transitions, revisions, sales plans, sampling and promotionsKnow and assess the competition and leverage guest insights and feedback to drive the business and be the destination of choice for our guestsWork a schedule that aligns to guest and business needs (this includes early morning, evening, overnight shifts and weekends)Build a team of consultants that are knowledgeable and passionate about Apparel and Accessories, Beauty and ElectronicsManage and develop a sales force using selling training techniquesLead A&A, Beauty and Electronics backroom processes, organization, layout and replenishment of the salesfloor to ensure product is available for guestsLead your team to deliver inspiring visual moments in A&A, Home, Baby and other seasonally relevant areasEnsure fitting rooms are used as an extension of the sales floor and are welcomingPlan, lead and follow-up on organizational and operational changeAnticipate and identify changes in unique store trendsAnticipate staffing needs, talent plan and recruit – both long and short termDevelop and coach your team and Team Leaders to elevate their skills and expertiseLead team onboarding, learning and help close product knowledge and skill gaps through development, coaching and team interactionsEstablish a culture of accountability through clear expectations and performance managementProvide service and a shopping experience that meets the needs of the guestAlways demonstrate a culture of ethical conduct, safety and compliance; lead and hold the team accountable to work in the same wayAddress store needs (emergency, regulatory visits, etc.)As a key carrier, follow all safe and secure training and processesAll other duties based on business needsWHAT WE ARE LOOKING FORWe might be a great match if:Working in a fun and energetic environment makes you excited…. We work efficiently and as a team to take care of our guestsProviding service to our guests that makes them say I LOVE TARGET! excites you…. That’s why we love working at TargetLeading teams who are stocking, setting and selling Target products sounds like your thing… That’s the core of what we doYou aren’t looking for Monday thru Friday job where you are at a computer all day… We are busy all day (especially on the weekends), making it easy for the guest to feel welcomed, inspired and rewardedThe good news is that we have some amazing training that will help teach you everything you need to know to be a Specialty Sales Executive Team Leader. But, there are a few skills you should have from the get-go:4 year degree or equivalent experienceStrong interpersonal and communication skillsStrong business acumenComfortable dealing with ambiguityManage conflict, lead and hold others accountableRelate well with and interact with all levels of the organizationStrong cognitive skills, including problem analysis, decision making, financial and quantitative analysisLearn and adapt to current technology needsManage workload and prioritize tasks independentlyWe are an awesome place to work and care about our teams, so we want to make sure we are clear on a few more basics that we expect: Access all areas of the building to respond to guest or team member issuesInterpret instructions, reports and informationScan, handle and move merchandise efficiently and safely, including frequently lifting or moving merchandise up to 15 pounds and occasionally lifting or moving merchandise up to 40 pounds Accurately handle cash register operationsClimb up and down laddersFlexible work schedule (e.g., nights, weekends and holidays) and regular attendance necessaryBenefits EligibilityPlease paste this url into your preferred browser to learn about benefits eligibility for this role: https://tgt.biz/BenefitsForYou_DAmericans with Disabilities Act (ADA)Target will provide reasonable accommodations with the application process upon your request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please visit your nearest Target store or reach out to Guest Services at 1-800-440-0680 for additional information.
Full Time
8/1/2025
Oshkosh, WI 54901
(19.2 miles)
We're bullish about your future here.Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.Job OverviewAs a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.Key ResponsibilitiesBuild relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.A firm-provided branch office in the community.Client support to help lighten the load so you can focus on your clients.A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.Benefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Earn salary, commissions, new asset compensationNo ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsAs every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculatorHiring Minimum $50,000Hiring Maximum $125,000Applications for this role are accepted on an ongoing basis.Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.Read More About Job OverviewSkills/RequirementsFinancial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.What characteristics would make you a successful financial advisor Strong communications skills and self-starterLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingAdaptable to new information seeking the right solutions for clientsComfortable in your ability to think criticallyPassion for new opportunitiesCandidate qualifications:Series 7 and Series 66 requiredExperience in financial services working with clients, in-depth knowledge of investment products and services with a track record of successState insurance licenses preferred Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning CounselorRead More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Full Time
7/26/2025
Columbus, WI 53925
(42.7 miles)
Client advocate. Skilled communicator. Problem solver. Does that describe you If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.Job OverviewPosition Schedule: Full-TimeBranch Address: 137 W James Street, Columbus, WIThis job posting is anticipated to remain open for 30 days, from 24-Jul-2025. The posting may close early due to the volume of applicants.If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.We'll give you the support you need.Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training programA support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resourcesWhat characteristics would make you a successful Associate Financial Advisor Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutionsCritical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriateResiliency and adaptability in a nimble learning environmentAttention to detail, strong organizational and time management skillsCan you see yourself...Providing personalized investment and financial solutions to clients Cultivating relationships in your local community to grow the business Contributing to the branch business plan to increase branch effectiveness As a salaried professional, you can also expect...A culture of continuous improvement and professional developmentFull-time Associates receive the following benefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.You'll be competitively compensated...Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $65000.00Hiring Maximum: $69100.00Read More About Job OverviewSkills/RequirementsKey responsibilities with existing and newly created clientsResponsibilities may include:Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.Continually develop yourself to grow personally and professionally.Job RequirementsHigh School Diploma/Equivalent required; Bachelor's degree preferredSeries 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study periodAt least 3-5 years of relevant experience in securities industry preferredFINRA licenses required within three months. State insurance licenses requiredAs an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standingRead More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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