US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. Founded in 1919, we are privately-owned and committed to improving the lives of our clients and colleagues through partnerships.

Key Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

Benefits

• Compensation provided for using, not obtaining, the rating.
• Medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage.
• Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors.
• A 401(k) retirement plan, health savings account, and flexible spending account.
• Flexibility in schedule and paid sick leave and paid time off.
• Bonuses, profit sharing, and incentive travel.

Candidate Qualifications

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

Qualifications

• Strong communications skills and self-starter.
• Loves learning and challenges, including determination to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information seeking the right solutions for clients.
• Comfortable in your ability to think critically.
• Passion for new opportunities.

Pay and Schedule

No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in. The salary, commissions, and new asset compensation are all part of a multi-faceted compensation package.

Schedule

The schedule is flexible, allowing you to balance your personal and professional lives.

Benefits

• Compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage.
• Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors.
• A 401(k) retirement plan, health savings account, and flexible spending account.
• Flexibility in schedule and paid sick leave and paid time off.
• Bonuses, profit sharing, and incentive travel.

Equal Opportunity Employer

At Edward Jones, we are committed to creating a diverse and inclusive workplace where everyone feels like they belong. We prohibit discrimination based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected characteristic under applicable law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.