US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company dedicated to providing exceptional service to its clients. Founded over 100 years ago, Edward Jones serves over 8 million clients through its network of 20,000 financial advisors across the U.S. and Canada. The firm is known for its strong focus on client relationships and community involvement.

Key Responsibilities

• Develop and grow your own practice by building relationships through various sourcing strategies (residential, business, networking, introductions, referrals, social media, and speaking engagements).
• Understand and address clients' and prospective clients' needs, priorities, and concerns to establish trust and create personalized strategies.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience.
• Create a dynamic and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.
• Participate in ongoing training and required certifications to maintain compliance with firm policies, regulatory requirements, and ethical guidelines.

Benefits

• Comprehensive medical, dental, vision, and disability coverage.
• Flexible income continuation, life, and AD&D coverage.
• A 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
• Competitive compensation structure including salary, commissions, new asset compensation, and potential for profitability bonuses, profit sharing, and incentive travel.
• Flexible work schedules and paid time off.

Candidate Qualifications

• Series 7 and Series 66 licenses required.
• In-depth knowledge of investment products and services with a proven track record of success.
• State insurance licenses preferred.
• Additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.

Qualities of a Successful Financial Advisor

• Strong communication skills and self-motivation.
• Loves learning and challenges, including a drive to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information and seeking solutions for clients.
• Comfortable thinking critically and making decisions based on sound judgment.

Application Information

Applications for this role are accepted on an ongoing basis. To learn more about the benefits available to financial advisors, visit our benefits page. For a preliminary total compensation calculation, use our calculator. If you have questions, speak with a recruiter.