US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company where people come first. Founded over 100 years ago, we serve over 9 million clients through 20,000 financial advisors in the U.S. and Canada. Our purpose is to partner for positive impact, improving the lives of our clients and colleagues, and bettering our communities and society.

Responsibilities

• Develop and grow your own practice, supported by branch associates, a home-office team, and other regional financial advisors.
• Build relationships to create new clients via 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.

Requirements

You are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

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™.

Skills

Strong communications skills and self-starter. Love of 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.

Benefits

• Compensation and benefits package includes medical and 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 are provided at no cost to financial advisors.
• Edward Jones offers a 401(k) retirement plan, and tax-advantaged accounts: health savings account and flexible spending account.
• The firm provides flexibility in your schedule and, where required by applicable law, paid sick leave and paid time off.
• Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave; and participation in the firm's Travel Award Program.
• All associates are eligible for the firm's Employee Assistance Program.

Pay

Earn salary, commissions, new asset compensation. 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. The flexibility that you need to balance your personal and professional lives – the best of both worlds.

Schedule

As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator.

Application

Applications for this role are accepted on an ongoing basis.