Financial Advisor

About the role

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

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

• 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.
• 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.

Skills

• 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.

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness).
• Income continuation, basic life, and basic AD&D coverage.
• 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account.
• Paid sick leave and paid time off.
• 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 for the first five years.

Schedule

Flexibility in your schedule is offered, and where required by applicable law, you are eligible for paid sick leave and paid time off.