Financial Advisor

Edward Jones · Wilmington, DE · Today

On-site$45k–$100k/yrFull-time

About the role

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track.

What you can expect

Paid training – Get registered and licensed and learn how to be a financial advisor with the industry's top training program
Salary for the first five years as you begin to build your practice
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office – You'll work independently, but will have a team of thousands backing you every step of the way
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives – the best of both worlds
A culture of continuous improvement and professional development

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

Qualifications

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 requirements

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
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing

Skills and characteristics

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discovery of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors' earning potential is reflective of their performance.

What characteristics would make you a successful financial advisor?

An 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?

Benefits

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

Pay

We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. Supplemental starting salary range: $45,000 – $100,000.