Financial Advisor - Port Jervis, NY - Market 13, Region 331
Biadvisors
About this role
A financial advisor at Edward Jones helps clients achieve long-term financial goals such as retirement, wealth building, and estate planning. The role involves building relationships, understanding client needs, and creating personalized strategies to meet their financial objectives.
Skills
About Biadvisors
edwardjones.comEdward Jones is a 100-year-old (founded 1922) full-service financial services firm headquartered in St. Louis that focuses on serving individual investors rather than institutions. With a network of more than 20,000 financial advisors across the United States and Canada and roughly 49,000 employees, it offers wealth management, retirement and education savings planning, investment services, insurance, fixed income, and legacy and small-business financial planning. As a privately owned, registered broker-dealer and investment adviser, Edward Jones emphasizes personalized, long-term client relationships and community-focused service.
About Biadvisors
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Biadvisors.
Salary
$40k – $80k
per year
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