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, focusing on client-centric practices and community involvement.

Key Responsibilities

• Develop and grow your own practice through face-to-face and virtual sourcing strategies (e.g., 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.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

Benefits

• Compensation and benefits package including medical, prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage.
• Income continuation, basic life, and basic AD&D coverage provided at no cost.
• A 401(k) retirement plan, health savings account, and flexible spending account.
• Flexibility in schedule and paid sick leave, paid time off, and potential for bonuses, profit sharing, and incentive travel.
• Employee Assistance Program for all associates.

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® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.

Qualifications

• Strong communications skills and self-starter.
• 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 your ability to think critically.
• Passion for new opportunities.

Pay and Schedule

No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in. A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel. Flexibility in your schedule is a key aspect of the role.

Schedule

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

Benefits

• Medical and prescription drug coverage.
• Dental and vision coverage.
• Voluntary benefits such as accident, hospital indemnity, and critical illness coverage.
• Disability income continuation coverage.
• Basic life and basic AD&D coverage provided at no cost.
• A 401(k) retirement plan.
• Tax-advantaged accounts: health savings account and flexible spending account.
• Paid sick leave and paid time off.
• Potential for bonuses, profit sharing, and incentive travel.
• Employee Assistance Program for all associates.

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 race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected characteristic under applicable law.