Experienced Financial Advisor -- New York, NY

About the role

Edward Jones is a Fortune 500 company dedicated to providing exceptional service to its clients. Founded over 100 years ago, the firm serves over 9 million clients through its network of 20,000 financial advisors in the U.S. and Canada. Edward Jones is committed to fostering a culture of inclusion and partnership, ensuring that all employees feel valued and supported.

Key Responsibilities

• Develop and grow your own practice by building relationships through various sourcing strategies (residential, business, networking, introductions, referrals, social media, and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to establish trust and create personalized strategies.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience.
• Create a dynamic and engaging environment within the branch, promoting trust, respect, feedback, and accountability.
• Participate in ongoing training and required training to maintain registrations and licenses in good standing.
• Enjoy client support, flexible scheduling, and a robust benefits package including health, dental, vision, and retirement plans.

Candidate Qualifications

• Series 7 and Series 66 required.
• Experience in financial services and in-depth knowledge of investment products and services.
• Track record of success in client interactions.
• Preferred additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.
• Strong communication skills and self-starter attitude.
• Loves learning and challenges, including determination to succeed.
• Skilled in long-term relationship building and adaptable to new information.
• Comfortable thinking critically and seeking solutions for clients.

Benefits

• Compensation and benefits package includes medical, prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage.
• Income continuation, basic life, and basic AD&D coverage provided at no cost.
• 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
• Flexible schedule and eligibility for paid sick leave and paid time off.
• Potential for profitability bonuses, profit sharing, and incentive travel.
• Employee Assistance Program available to all associates.

Pay and Schedule

No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in. A multi-faceted compensation package includes opportunities for profitability bonuses, profit sharing, and incentive travel. Flexible scheduling is offered, and you may be eligible for bonuses, profit sharing, and participation in the firm's Travel Award Program.

Qualifications

• Minimum salary range: $50,000
• Maximum salary range: $125,000

What Makes a Successful Financial Advisor?

A successful financial advisor possesses strong communication skills, a love for learning and challenges, a passion for long-term relationship building, adaptability to new information, and the ability to think critically. Passion for new opportunities and a unique combination of ambition, self-motivation, and commitment to client relationships are also key traits.

Equal Opportunity Employer

At Edward Jones, we are committed to creating a diverse and inclusive workplace where everyone feels valued and belongs. We do not discriminate based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected characteristic under applicable law. We are prohibited from hiring individuals with certain specified criminal histories as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conduct background reviews consistent with FINRA Rule 3110(e). A notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available upon request.