US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company committed 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 wide range of investment products and services.

Responsibilities

• Develop and grow your own practice by building relationships through face-to-face and virtual sourcing strategies.
• Understand and address clients' and prospective clients' needs to create personalized strategies that help them achieve their financial goals.
• Oversee branch processes to ensure a high-quality client experience and align with firm policies and procedures.
• Create a supportive and engaging environment within the branch, fostering trust, respect, and accountability among team members.
• Complete ongoing training and maintain necessary licenses and registrations to stay compliant with regulatory requirements and ethical guidelines.

Requirements

• Series 7 and Series 66 required.
• In-depth knowledge of investment products and services with a track record of success.
• Experience in financial services and working with clients.
• State insurance licenses preferred.
• Possession of 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 attitude.
• Loves learning and challenges, including a drive to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information and seeking solutions for clients.
• Confident and possesses the ability to think critically with sound judgment.

Benefits

• Comprehensive medical, dental, and vision coverage.
• Disability income continuation, basic life, and basic AD&D coverage provided at no cost.
• 401(k) retirement plan and tax-advantaged accounts.
• Flexible schedule and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.

Schedule

Financial advisors enjoy flexibility in their schedule, with the option to work remotely or in-person, depending on the role and location.

Pay

No ceiling to your earning potential and growth, with a multi-faceted compensation package tied to your efforts and performance.

Application

Applications for this role are accepted on an ongoing basis. To learn more about the unique characteristics of a successful financial advisor, please speak with a recruiter.