Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company where people come first, serving over 9 million clients with 20,000 financial advisors across the U.S. and Canada. As a privately‑owned firm, the focus is on clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of clients and colleagues, and together better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. Associates are seen, heard, respected, and supported, making Edward Jones a great place to start or build a career. Financial advisors partner with clients to help them achieve long‑term financial goals such as retirement, building wealth, estate strategies, and funding education. As a financial advisor you will develop and grow your own practice, supported by your branch team, a home‑office team, and other regional advisors, benefiting from 100 years of history and the firm’s extensive office network.

Responsibilities

• Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high‑quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

Requirements

• Successful financial advisors demonstrate ambition, self‑motivation, and commitment to establishing long‑term client relationships.
• Interest in financial services/markets and how they work.
• Love of learning and challenges, including determination to succeed.
• Skilled in long‑term relationship building.
• Comfortable in your ability to think critically.
• Passion for new opportunities.
• Can you see yourself…
• Learning to be a financial advisor through our comprehensive training program?
• Delivering personalized investment and financial solutions to your clients?
• Taking ownership of your business’s growth and success?
• Meeting professional and personal objectives as they relate to building your practice?
• Working in and positively impacting your local community?
• Candidates should have at least one of the following:
• A bachelor's degree is strongly preferred or equivalent work‑related experience within the securities/financial services industry.
• Financial services and/or sales experience.
• Financial services registration, licensing, or certification.
• Professional and/or military career progression.
• Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
• FINRA registrations required within three months.
• State insurance licenses will be required.
• Ongoing training offered by the firm and regulatory authorities (FINRA and SEC) is required, as well as required CE training to keep licenses in good standing.

Benefits

• Medical and prescription drug coverage.
• Dental coverage.
• Vision coverage.
• Voluntary benefits (such as accident, hospital indemnity, and critical illness).
• Disability income continuation.
• Basic life insurance.
• Basic AD&D coverage (provided at no cost to financial advisors).
• 401(k) retirement plan.
• Tax‑advantaged accounts: health savings account and flexible spending account.
• Flexibility in schedule.
• Paid sick leave and paid time off (where required by applicable law).
• Eligibility for bonuses, profit sharing, paid medical and parental leave for Financial Advisors that satisfy eligibility requirements.
• Participation in the firm's Travel Award Program.
• Employee Assistance Program.

Pay

The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions, and compensation for new assets gathered during the first five years. As asset compensation and commissions increase over the first five years, the salary component will decrease. The supplemental starting salary range is $45,000 – $100,000.