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, the firm serves over 9 million clients through its network of 20,000 financial advisors in the U.S. and Canada. The firm's mission is to partner for positive impact, improving the lives of clients and colleagues alike.

Key Responsibilities

• Develop and grow your own practice through face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
• Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Benefits

• Multifaceted compensation package including salary, commissions, new asset compensation, and opportunities for profitability bonuses, profit sharing, and incentive travel.
• Flexible schedule and eligibility for paid sick leave and paid time off.
• Health and wellness benefits such as medical, prescription drug, dental, vision, and disability income continuation.
• Retirement plans including a 401(k) and tax-advantaged accounts (health savings account and flexible spending account).
• Employee Assistance Program.

Candidate Qualifications

• Series 7 and Series 66 required.
• Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success.
• State insurance licenses preferred.
• PREFERRED: Additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.

Qualifications

• Strong communications skills and self-starter attitude.
• Loves learning and challenges, including determination to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information seeking the right solutions for clients.
• Comfortable in thinking critically and possessing the ability to think critically.
• Passion for new opportunities.

Benefits

• Compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage.
• No-cost income continuation, basic life, and basic AD&D coverage for financial advisors.
• 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
• Flexibility in schedule and eligibility for paid sick leave and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Employee Assistance Program.

Contact Us

To learn more about becoming a financial advisor at Edward Jones, speak with a recruiter. You can calculate a preliminary total compensation using this calculator.

Application

Applications for this role are accepted on an ongoing basis.