Building Trust as a Financial Advisor: Jennifer Heal
You are here: Home / The Financial Advisor Opportunity / Building Trust as a Financial Advisor: Jennifer Heal
The Financial Advisor Opportunity:
Building Trust as a Financial Advisor: Jennifer Heal
Share this post:
Video Transcript Building Trust as a Financial Advisor: Jennifer Heal
Video Transcript
[Music Playing]
[Text] Can YOU relate?
[Jennifer] I had a list of like here’s why I left and kind of the endless meetings and the politics.
[Jennifer] At first I thought I could just change companies and I would be happier and then I realized I just wanted to get out of corporate altogether.
[Text] A career controlled by YOU.
[Jennifer] The thing that I like the best is that everything that Edward Jones told me throughout the hiring process and throughout the training process has happened. You know, so they said in year one you should expect this and that’s exactly what happened. It means a lot to me when people do what they say they’re going to do.
[Logo] Edward Jones
[Text] Copyright 2020 Edward D. Jones & Co., L.P. All rights reserved. Member SIPC
[Music Playing]
Considering a Financial Advisor career with Edward Jones? Hear from some of our current Financial Advisors about the position and the career path they took to build a successful practice.
Jennifer Heal was a national account manager in the manufacturing industry before switching to a Financial Advisor career. She was interested in the opportunity to utilize her sales skills in order to provide more meaningful and personal services to her clients.
What do you like most about managing your clients’ finances?
“This role is much more important to people. For my clients, it’s educating their children, preparing to get their son or daughter married, or retiring. There’s a lot more meaning behind being a Financial Advisor.”
What qualities do you think make a successful Financial Advisor?
“You should be good with people, able to listen and ready to make recommendations based on what clients discuss with you. You have to be a hard worker and be motivated. There’s no one standing over your shoulder telling you what to do, so you need to be self-driven in order to take next steps yourself.”
What advice do you have for someone with a sales background considering a career as a Financial Advisor?
“You don’t have to have a financial background. Some of us have sales backgrounds, but some of us were teachers or engineers. I think that as long as you’re willing to work hard and have the resiliency to get through the hard times, you can be successful.”
Interested in the Edward Jones Financial Advisor Opportunity?
Learn more about starting a career as a financial advisor or start searching for opportunities now. If you’re already licensed as a financial advisor, learn how we’re built to take your practice to the next level.
Related Posts
- Contact
- Site Map
- Privacy Notice
- Beware Of Employment Scams – US
- Beware Of Employment Scams – Canada
- Family And Medical Leave Act
- Ad Choices
- Equal Employment Opportunity
- County of L.A. Fair Chance Ordinance for Employers
- Employee Polygraph Protection Act
- EdwardJones.com
- EdwardJones.ca
- Candidate Application Status
- Blog – US
- Blog – CA
- Cookie Preference Management
Copyright © 2023 Edward Jones.
At Edward Jones, we are building a place where everyone feels like they belong. Our human-centered culture calls upon us all to treat every individual with dignity and respect while celebrating what makes us unique, which we show as an equal opportunity employer committed to diversity, equity, and inclusion. Edward Jones does not discriminate on the basis of race, color, sex (including sexual orientation, gender identity and pregnancy), religion, national origin, age, disability, veteran status, genetic information, citizenship status or any other basis prohibited by applicable federal, state, provincial, or local law in employment decisions such as hiring, compensation, benefits, transfers, promotions, leaves, training, performance expectations, development opportunities, and corrective action. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with applicable federal, state, or local law, including but not limited to the St. Louis “Ban the Box” law, the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring and the New York City Fair Chance Act.
Edward Jones is committed to providing accessible employment and developing an inclusive culture. Should you require accommodation at any time in the application for employment or during your employment, please contact us at hqfeedback@edwardjones.com.