Financial Advisor
American Accounting Association · Topeka, KS · 3 days ago
Full-time
You will need to login before you can apply for a job. More Results Previous jobFinancial Advisor Financial Advisor Employer Edward Jones Location Topeka, Kansas Salary Competitive Closing date Sep 13, 2026 View more categoriesView less categories Focus Area Budgeting & Resource Allocation, Regulatory Compliance & Policy, Taxation Role Type Advisor Role Level Staff Work Mode Hybrid Employment Type Full Time Organization Type Other Apply now You need to sign in or create an account to save a job. Send job Job Details Edward Jones seeks an experienced Financial Advisor to provide personalized investment, retirement, and wealth management strategies to individual investors and small businesses. You'll build and deepen client relationships, analyze financial goals, and recommend tailored portfolios and insurance solutions. Partnering with a supportive branch team, you'll grow your practice through proactive prospecting, community networking, and referrals, while upholding strict regulatory standards and Edward Jones's client-first, integrity-driven culture. Responsibilities Provide comprehensive financial planning and investment advice to individual and small business clientsAssess client goals, risk tolerance, and time horizon to design tailored portfolios and strategiesMonitor and rebalance client portfolios, recommending adjustments as markets and life events changeDevelop new business through prospecting, referrals, and community networkingMaintain detailed client records and utilize CRM tools to manage pipelines and follow-upsEnsure full compliance with FINRA, SEC, and firm policies and proceduresCollaborate with branch team members to deliver high-quality client servicePrepare and deliver clear, data-driven financial proposals and reviewsSupport clients with retirement, education, tax-aware, and estate planning strategiesPursue ongoing professional development and maintain required licenses Required Skills Financial planningInvestment portfolio managementRetirement planningWealth managementRisk assessmentRegulatory compliance (FINRA/SEC)CRM softwareSales and business developmentData-driven financial analysisClient presentation skills Share this job Facebook Twitter LinkedIn Apply now Send job Apply now You need to sign in or create an account to save a job. Get job alerts Create a job alert and receive personalized job recommendations straight to your inbox. Create alert Similar jobs Financial AdvisorTrenton, New Jersey Entry Level Financial AdvisorNewark, New Jersey Financial AdvisorOlean, New York