US Experienced Financial Advisor
Edward Jones · Fort Wayne, IN · 2 wk ago
On-siteFinance$50k/yrFull-time
About the role
Edward Jones is a Fortune 500 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 communities through partnerships.
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, and regulatory requirements.
- Create a dynamic and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.
- Participate in ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
Requirements
- Series 7 and Series 66 required.
- Experience in financial services and a deep understanding of investment products and services.
- Track record of success in client interactions.
- Preferred state insurance licenses.
- Additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.
Qualifications
- Strong communication skills and self-starter attitude.
- Loves learning and challenges, including a strong desire to succeed.
- Skilled in long-term relationship building and adaptable to new information.
- Comfortable thinking critically and seeking solutions for clients.
- Passionate about new opportunities and willing to take on challenges.
Skills
- Exceptional interpersonal and communication skills.
- Ability to think critically and solve complex problems.
- Strong organizational and time management skills.
- Ability to work independently and as part of a team.
Benefits
- Comprehensive medical, dental, and vision coverage.
- Voluntary benefits such as accident, hospital indemnity, and critical illness insurance.
- 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 schedule and paid time off.
- Potential for profitability bonuses, profit sharing, and incentive travel.
- Paid medical and parental leave.
- Access to the firm's Travel Award Program.
- Employee Assistance Program.
Pay and Schedule
No ceiling to your earning potential and growth, with compensation tied to your efforts. A multi-faceted compensation package includes opportunities for profitability bonuses, profit sharing, and incentive travel. Flexibility in your schedule is also a key aspect of the role.
Benefits
- Medical, dental, and vision coverage.
- Voluntary benefits such as accident, hospital indemnity, and critical illness insurance.
- 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 schedule and paid time off.
- Potential for profitability bonuses, profit sharing, and incentive travel.
- Paid medical and parental leave.
- Access to the firm's Travel Award Program.
- Employee Assistance Program.
Benefits
- Medical, dental, and vision coverage.
- Voluntary benefits such as accident, hospital indemnity, and critical illness insurance.
- 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 schedule and paid time off.
- Potential for profitability bonuses, profit sharing, and incentive travel.
- Paid medical and parental leave.
- Access to the firm's Travel Award Program.
- Employee Assistance Program.
Benefits
- Medical, dental, and vision coverage.
- Voluntary benefits such as accident, hospital indemnity, and critical illness insurance.
- 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 schedule and paid time off.
- Potential for profitability bonuses, profit sharing, and incentive travel.
- Paid medical and parental leave.
- Access to the firm's Travel Award Program.
- Employee Assistance Program.
Benefits
- Medical, dental, and vision coverage.
- Voluntary benefits such as accident, hospital indemnity, and critical illness insurance.
- 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 schedule and paid time off.
- Potential for profitability bonuses, profit sharing, and incentive travel.
- Paid medical and parental leave.
- Access to the firm's Travel Award Program.
- Employee Assistance Program.
Benefits
- Medical, dental, and vision coverage.
- Voluntary benefits such as accident, hospital indemnity, and critical illness insurance.
- 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 schedule and paid time off.
- Potential for profitability bonuses, profit sharing, and incentive travel.
- Paid medical and parental leave.
- Access to the firm's Travel Award Program.
- Employee Assistance Program.
Benefits
- Medical, dental, and vision coverage.
- Voluntary benefits such as accident, hospital indemnity, and critical illness insurance.
- 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 schedule and paid time off.
- Potential for profitability bonuses, profit sharing, and incentive travel.
- Paid medical and parental leave.
- Access to the firm's Travel Award Program.
- Employee Assistance Program.
Benefits
- Medical, dental, and vision coverage.
- Voluntary benefits such as accident, hospital indemnity, and critical illness insurance.
- 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 schedule and paid time off.
- Potential for profitability bonuses, profit sharing, and incentive travel.
- Paid medical and parental leave.
- Access to the firm's Travel Award Program.
- Employee Assistance Program.
Benefits
- Medical, dental, and vision coverage.
- Voluntary benefits such as accident, hospital indemnity, and critical illness insurance.
- 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 schedule and paid time off.
- Potential for profitability bonuses, profit sharing, and incentive travel.
- Paid medical and parental leave.
- Access to the firm's Travel Award Program.
- Employee Assistance Program.
Benefits
- Medical, dental, and vision coverage.
- Voluntary benefits such as accident, hospital indemnity, and critical illness insurance.
- 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 schedule and paid time off.
- Potential for profitability bonuses, profit sharing, and incentive travel.
- Paid medical and parental leave.
- Access to the firm's Travel Award Program.
- Employee Assistance Program.
Benefits
- Medical, dental, and vision coverage.
- Voluntary benefits such as accident, hospital indemnity, and critical illness insurance.
- 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 schedule and paid time off.
- Potential for profitability bonuses, profit sharing, and incentive travel.
- Paid medical and parental leave.
- Access to the firm's Travel Award Program.
- Employee Assistance Program.
Benefits
- Medical, dental, and vision coverage.
- Voluntary benefits such as accident, hospital indemnity, and critical illness insurance.
- 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 schedule and paid time off.
- Potential for profitability bonuses, profit sharing, and incentive travel.
- Paid medical and parental leave.
- Access to the firm's Travel Award Program.
- Employee Assistance Program.
Benefits
- Medical, dental, and vision coverage.
- Voluntary benefits such as accident, hospital indemnity, and critical illness insurance.
- 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 schedule and paid time off.
- Potential for profitability bonuses, profit sharing, and incentive travel.
- Paid medical and parental leave.
- Access to the firm's Travel Award Program.
- Employee Assistance Program.
Benefits
- Medical, dental, and vision coverage.
- Voluntary benefits such as accident, hospital indemnity, and critical illness insurance