Financial Advisor

About the Role

Edward Jones is a Fortune 500 financial services firm with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. As a privately-owned partnership, the firm focuses on clients rather than shareholder returns. Financial advisors partner with clients to help them achieve long-term financial goals — retirement, building wealth, estate strategies, funding education, and more. You’ll develop and grow your own practice supported by a branch team, home-office team, and regional financial advisors, with the backing of 100 years of history and the largest office network of any investment firm in the U.S. and Canada.

Edward Jones provides paid training to get registered and licensed, a salary for the first five years while you build your practice, a firm-provided branch office in the community, branch office support, and a support network extending from your branch to your region to the home office. There is no ceiling to earning potential — compensation is tied to effort and includes commissions, profit sharing, and incentive travel. The role offers flexibility to balance personal and professional life, 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.

Requirements

Candidates should have at least one of the following qualifications:

• 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

Successful financial advisors demonstrate ambition, self-motivation, and commitment to establishing long-term client relationships. Key characteristics include an interest in financial services/markets, love of learning and challenges, skill in long-term relationship building, critical thinking ability, and passion for new opportunities.

Licensing

• SIE (which can be obtained without firm sponsorship), Series 7, and Series 66 are 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), as well as required continuing education to ensure licenses remain in good standing.

Benefits

Edward Jones' compensation and benefits package includes:

• Medical and prescription drug, dental, vision
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Disability income continuation, basic life, and 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; where required by applicable law, eligible for paid sick leave and paid time off
• May be eligible for bonuses, profit sharing, paid medical and parental leave (for Financial Advisors satisfying eligibility requirements), and participation in the firm's Travel Award Program
• Employee Assistance Program for all associates

Compensation

The new financial advisor compensation program supports and rewards you as you learn the skills, systems, and business practices needed to succeed in the client-first business model. It 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