US Experienced Financial Advisor
About the role
Edward Jones is a Fortune 500 company that places the focus on its clients rather than shareholder returns. Founded over 100 years ago, we serve over eight million clients through more offices than any other investment firm in the U.S. and Canada. Our financial advisors are valued for their unique experiences and professional backgrounds, fostering an inclusive environment where everyone’s different viewpoints contribute to achieving results.
Responsibilities
- Develop and grow your own practice by creating new clients 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.
- Support your clients and engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Requirements
Required: Series 7 and Series 66 licenses. Experience in financial services working with clients, in-depth knowledge of investment products and services, and a track record of success. State insurance licenses preferred. Additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ are preferred.
Qualifications
- Strong communications skills and self-starter attitude.
- 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.
Benefits
- Compensation and benefits package including 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 provided at no cost to financial advisors.
- A 401(k) retirement plan, health savings account, and flexible spending account.
- Flexibility in schedule and eligibility for paid sick leave and paid time off.
- Opportunities for profitability bonuses, profit sharing, and incentive travel.
- Employee Assistance Program for all associates.
Pay and Schedule
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in. A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel. The flexibility that you need to balance your personal and professional lives – the best of both worlds.
Benefits
- 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 provided at no cost to financial advisors.
- A 401(k) retirement plan, health savings account, and flexible spending account.
- Paid sick leave and paid time off.
- Opportunities for profitability bonuses, profit sharing, and incentive travel.
- Employee Assistance Program for all associates.