Jobs · Finance · Indiana

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

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