Building Trust As a Financial Advisor: Jennifer Heal

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.”

Thinking about a career change? See how your sales skills complement a new career as a Financial Advisor and why a career risk may not be so risky.


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