US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company dedicated 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 supportive and inclusive environment for our financial advisors.

Responsibilities

• Develop and grow your own practice by creating new clients through various strategies such as residential, business, networking, introductions, referrals, and social media.
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to build trust and create personalized strategies to help them achieve their financial 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, fostering trust, respect, feedback, and accountability among team members.

Requirements

• Series 7 and Series 66 required.
• In-depth knowledge of investment products and services with a track record of success.
• 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 determination to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information and seeking the right solutions for clients.
• Comfortable with critical thinking and passionate about new opportunities.

Skills

• Exceptional interpersonal and communication skills.
• Ability to build and maintain strong client relationships.
• Strong analytical and problem-solving skills.
• Effective time management and organizational skills.

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 with tax-advantaged accounts.
• Flexible schedule and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.

Pay

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

Schedule

The flexibility to balance personal and professional lives, allowing you to work independently while benefiting from a vast support network.

Benefits

• Income continuation, basic life, and basic AD&D coverage provided at no cost.
• 401(k) retirement plan with tax-advantaged accounts.
• Tax-advantaged health savings account and flexible spending account.
• Paid sick leave and paid time off.
• Opportunities for bonuses, profit sharing, and incentive travel.
• Employee Assistance Program.

Application

Applications for this role are accepted on an ongoing basis.

Equal Opportunity Employer

At Edward Jones, we are committed to creating a diverse and inclusive workplace where everyone feels valued and belongs. We strive to provide equal opportunities for all candidates regardless of their background, race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected characteristic under applicable law.