US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company dedicated to providing exceptional service to its clients. Founded over 100 years ago, Edward Jones serves over eight million clients through its network of 20,000 financial advisors across the U.S. and Canada. The firm is known for its strong focus on client relationships and community involvement.

Key Responsibilities

• Develop and grow your own practice by creating new clients through various strategies including residential, business, networking, introductions, referrals, and social media.
• Understand and address the needs, priorities, and concerns of clients and prospects to build trust and provide personalized strategies for achieving their financial goals.
• Oversee branch processes to ensure a high-quality, efficient client experience that aligns with firm policies and regulatory requirements.
• Engage the branch team to create, monitor, and adjust the branch business plan to enhance effectiveness and meet business objectives.
• Create a supportive and collaborative environment within the branch, fostering trust, respect, feedback, and accountability among team members.

Career Support

• Access to ongoing training and required certifications from the firm and regulatory authorities.
• Client support to help manage administrative tasks and focus on client interactions.
• A robust support network that extends from the client support team to regional and home office resources.

Benefits

• Comprehensive benefits package including medical, dental, vision, disability, life, and AD&D coverage.
• Flexible 401(k) retirement plan and tax-advantaged accounts.
• Competitive compensation structure based on effort and performance, including salary, commissions, and new asset compensation.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Flexible work schedules and paid time off.

Qualifications

• Series 7 and Series 66 licenses required.
• Experience in financial services and a deep understanding of investment products and services.
• State insurance licenses preferred.
• Prioritization of additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.

What Makes a Successful Financial Advisor?

• Strong communication skills and a proactive approach to work.
• A passion for continuous learning and tackling new challenges.
• Effective long-term relationship-building abilities.
• Adaptability to new information and finding solutions for clients.
• Confidence and sound judgment in decision-making.

Application Information

Applications for this role are accepted on an ongoing basis. To learn more about the qualifications and how to apply, speak with a recruiter.