Financial Advisor

You will need to login before you can apply for a job. More Results Previous jobFinancial Advisor Financial AdvisorNext job Financial Advisor Employer Edward Jones Location Billings, Montana Salary Competitive Closing date Sep 13, 2026 View more categoriesView less categories Focus Area Budgeting & Resource Allocation, Regulatory Compliance & Policy 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 is seeking a Financial Advisor to provide personalized investment, retirement, and wealth management guidance to individual investors and small businesses. In this role, you'll build and manage a client portfolio, develop tailored financial strategies, and deliver long-term, relationship-based advice. You will leverage comprehensive training, firm resources, and professional licensing support while collaborating with a nationwide network of colleagues in a client-first, integrity-driven culture that values diversity, inclusion, and ongoing professional growth. Responsibilities Build and manage a portfolio of individual and small business clientsConduct comprehensive financial needs assessments and goal-based planningDevelop and present customized investment, retirement, and wealth strategiesMonitor client portfolios and adjust strategies based on market conditionsEnsure compliance with regulatory and firm policiesCollaborate with branch teams and home office resources to support clientsProspect and convert new clients through networking and referralsPrepare financial plans, proposals, and performance reportsMaintain detailed client records and documentationPursue ongoing professional development and licensing requirements Required Skills Investment analysisRetirement planningWealth managementFinancial planning softwarePortfolio constructionRegulatory compliance (FINRA/SEC)Insurance products knowledgeProspecting and business developmentData and market researchRisk assessment 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