Video: The Financial Advisor Role: Helping Clients Achieve Their Goals
Video with Audio Description
Video Transcript
[Music Playing]
[Mason] When someone comes into my office I’m asking them, you know, questions about their family. What their goals are. Whatever that goal is, we’re developing tailored solutions to help them get there.
[Text] Courtney Bond Walters – Edward Jones Financial Advisor
[Courtney] As financial advisors it’s not our job to know tall the ins and outs of different companies, we have analysts at our home office. You don’t have to be a financial wizard. It’s about you getting to know your clients and being able to work with them towards what they’re trying to accomplish.
[Text] Harsh Patel – Edward Jones Financial Advisor
[Harsh] Helping individuals retire it’s one of the biggest questions that a lot of our clients have.
[Text] Mason Williams – Edward Jones Financial Advisor
[Mason] How I identify, is really an educator making sure people understand what the process is, why they own what they own. What it means to take a risk in the market, or not take enough risk in the market. And them you know, the biggest thing for me is helping them achieve their goals.
[Logo] Edward Jones
[Text] Copyright 2020 Edward D. Jones & Co., L.P. All rights reserved. Member SIPC
[Music Playing]
Follow Us:
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.