Edward Jones Consultant

Description

As a member of our Wealth Management sales team, the Edward Jones Consultant will partner with our Managing Regional Directors to specifically support the Edward Jones broker/dealer community across a territory. The Edward Jones Consultant will be initially based in Boston, building relationships and conducting meetings with Edward Jones clients both virtually and in person. After a period of six months, performance and readiness will be evaluated, and employees may be considered for promotion to a field-based position. Employees must be willing to relocate to their assigned territory upon acceptance of this position.

What you will do:

• Serve as the “expert” on Edwards Jones structure, mission, goals, culture, compliance, and branch standards
• Cultivate and nurture relationships with Edward Jones advisors and regional leaders
• Collaborate with internal and external Natixis sales team to optimize sales and service opportunities
• Implement tailored marketing and outreach strategies to further Natixis’ brand awareness and educate on our capabilities including SMAs, mutual funds, ETFs, direct indexing and portfolio construction
• Deliver continuing education and other value add presentations via virtual and in person seminars
• Stay informed on industry trends, competitor offerings and market dynamics to strategically position Natixis product and solutions
• Partner with National Accounts to further Natixis’s partnership internally at Edward Jones

What you will bring:

• 3-5 years related sales experience
• Familiarity of Edward Jones’ culture and structure a plus
• FINRA SIE, Series 7 and 63 required
• Excellent presentation skills
• Strong communication and interpersonal skills, with a proficiency in articulating ideas and solutions
• Ability to navigate intricate organizational structures and wield influence in the decision making process

Who we are:We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.