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 eight million clients across the U.S. and Canada, providing a supportive and inclusive environment for our financial advisors.

Key Responsibilities

• Develop and grow your own practice through 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.
• Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Disability income continuation, basic life, and basic AD&D coverage (provided at no cost)
• 401(k) retirement plan, health savings account, and flexible spending account
• Flexible schedule, paid sick leave, and paid time off
• Opportunities for profitability 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
• Love of 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

What Makes a Successful Financial Advisor?

To succeed, financial advisors must demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. They are driven by performance and ensure their compensation and earning potential reflect their performance.

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.
• 401k retirement plan, health savings account, and flexible spending account.
• Flexibility in schedule, paid sick leave, and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.

Pay and Schedule

• No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in.
• Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave; and participation in the firm's Travel Award Program.

Schedule

Financial advisors enjoy flexibility in their schedule, where required by applicable law, they are eligible for paid sick leave and paid time off.

Benefits

• Employee Assistance Program available to all associates.

Equal Opportunity Employer

At Edward Jones, we are committed to creating a workplace where everyone feels like they belong. We strive to provide equal opportunities for all candidates regardless of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law.