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 over 20,000 financial advisors in the U.S. and Canada. The firm places a strong emphasis on client-focused partnerships and community involvement.

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 the needs, priorities, and concerns of clients and prospects to establish trust and create personalized strategies.
• Oversee branch processes to ensure a high-quality, streamlined client experience that aligns with firm policies, regulatory requirements, and ethical guidelines.
• Create and adjust the branch business plan to enhance effectiveness and meet business objectives.
• Build a supportive and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.

Requirements

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

Qualifications

• 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 client needs.
• Passion for new opportunities and continuous improvement.

Benefits

• Comprehensive medical, dental, and vision coverage.
• Voluntary benefits such as accident, hospital indemnity, and critical illness coverage.
• Disability income continuation, basic life, and basic AD&D coverage provided at no cost.
• A 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
• Flexible work schedules and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Paid medical and parental leave for qualified associates.
• Participation in the firm's Travel Award Program.
• Access to the Employee Assistance Program.

Schedule

Financial advisors enjoy flexibility in their schedules, with options to work remotely or in-person as needed.

Pay

No ceiling to your earning potential, with a multi-faceted compensation package tied to your efforts and performance. The salary, commissions, and new asset compensation are designed to reflect your contributions and achievements.

Benefits

• Medical, dental, and vision coverage.
• Disability income continuation, basic life, and basic AD&D coverage.
• 401(k) retirement plan and tax-advantaged accounts.
• Flexible work schedules and paid time off.
• Profitability bonuses, profit sharing, and incentive travel.
• Paid medical and parental leave.
• Travel award program.
• Employee Assistance Program.