US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ 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 colleagues through partnerships and positive impact.

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 prospective clients to build trust and create personalized strategies for achieving their financial goals.
• Oversee branch processes and roles to ensure a high-quality, streamlined client experience that aligns with firm policies, regulatory requirements, and ethical guidelines.
• Create and adjust the branch business plan to enhance effectiveness and meet business objectives while engaging the branch team in a supportive and collaborative environment.

Requirements

• Series 7 and Series 66 required.
• In-depth knowledge of investment products and services with a proven track record of success.
• Preferred state insurance licenses and additional professional designations such as CFP® or CRPC™.

Qualifications

• Strong communication skills and self-starter attitude.
• Loves learning and challenges, including a strong desire to succeed.
• Skilled in building long-term relationships and adaptable to new information seeking the right solutions for clients.
• Comfortable thinking critically and passionate about new opportunities.

Skills

• Exceptional interpersonal and communication skills.
• Ability to think critically and make sound judgments.
• Strong organizational and problem-solving skills.
• Effective leadership and management abilities.

Benefits

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

Pay

No ceiling to your earning potential and growth, tied to your efforts. A multi-faceted compensation package includes opportunities for bonuses, profit sharing, and incentive travel.

Schedule

The schedule is flexible, allowing you to balance your personal and professional lives.

Benefits

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