US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company dedicated to improving the lives of clients and colleagues through partnerships. Founded over 100 years ago, we serve over 8 million clients across the U.S. and Canada, focusing on client-centered service 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 to ensure a high-quality, streamlined client experience, adhering to firm policies, procedures, regulations, and ethical guidelines.
• Create and manage the branch business plan to enhance effectiveness and achieve business goals, while engaging the branch team.
• Build a supportive and collaborative environment within the branch, fostering trust, respect, feedback, and accountability.

Career Support

• Completion of firm-provided training and required regulatory and licensing training.
• Client support to assist with administrative tasks, allowing you to focus on client interactions.
• A robust support network from your client support team to the home office, providing guidance and resources.

Benefits

• Comprehensive benefits package including medical, dental, vision, disability, life, and AD&D coverage.
• Flexible income continuation, life, and AD&D coverage provided at no cost.
• 401(k) retirement plan, 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 schedule and eligibility for paid sick leave and time off.
• Opportunities for bonuses and participation in the firm's Travel Award Program.
• Access to the Employee Assistance Program.

Qualifications

• Series 7 and Series 66 required.
• Experience in financial services and in-depth knowledge of investment products and services.
• Track record of success in client interactions.
• Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.

What Makes 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.
• Confident and possesses critical thinking abilities.
• Passionate about new opportunities.

Equal Opportunity Employer

At Edward Jones, we strive to create an inclusive environment where everyone feels valued. We welcome applications from qualified candidates without regard to race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected characteristic under applicable law. We are committed to fair hiring practices and provide equal opportunities for all applicants.