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Edward Jones

Experienced Financial Advisor – US Market Focus (London, UK)

Are you an experienced Financial Advisor with a deep understanding of the US market? We are seeking a dedicated professional to join our London-based team, specializing in financial planning and wealth management services tailored to US citizens and expatriates. This is a unique opportunity to leverage your expertise while delivering exceptional financial solutions to a diverse client base.

Key Responsibilities:

Provide comprehensive financial planning services, including investment strategies, tax-efficient solutions, retirement planning, and estate management, to US clients.
Build and maintain long-term relationships with clients by understanding their unique needs and financial goals.
Stay updated on US financial regulations, tax laws, and market trends to ensure compliance and optimal client outcomes.
Collaborate with internal teams to deliver seamless and personalized financial advice.
Proactively manage a portfolio of high-net-worth individuals, offering bespoke solutions to complex financial challenges.

Requirements:

Proven track record as a Financial Advisor, with a focus on the US market.
Extensive knowledge of US tax laws, financial regulations, and investment strategies.
Exceptional interpersonal skills with the ability to communicate complex financial concepts clearly and effectively.
Relevant certifications (e.g., CFP, Series 7, Series 63, or equivalent).
Ability to work independently and as part of a collaborative team in a fast-paced environment.
Bachelor’s degree in Finance, Economics, or a related field; advanced degrees or additional qualifications are a plus.

What We Offer:

Competitive compensation package with performance-based incentives.
Ongoing professional development opportunities to enhance your expertise.
A supportive, team-oriented culture in a global financial hub.
The chance to make a meaningful impact by providing tailored financial solutions to a specialized client base.

Application Process:
If you are passionate about delivering exceptional financial advisory services to US clients and want to grow your career in a dynamic environment, we want to hear from you. Apply now to join our team and make a difference in the lives of our clients.

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Thrive in a supportive, innovative, and rewarding environment.

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