US Experienced Financial Advisor
About the role
Edward Jones is a Fortune 500¹ company committed 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 building relationships through various sourcing strategies (residential, business, networking, introductions, referrals, social media, and speaking engagements).
- Understand and address clients' and prospective clients' needs, priorities, and concerns to establish trust and create personalized strategies.
- Oversee branch processes to ensure a high-quality, streamlined client experience, adhering to firm policies, procedures, regulatory requirements, and ethical guidelines.
- Create a dynamic and engaging branch environment focused on mutual trust, respect, feedback, and accountability.
- Complete ongoing training and required training to maintain registrations and licenses in good standing.
Requirements
- Series 7 and Series 66 required.
- Experience in financial services with clients and in-depth knowledge of investment products and services.
- Track record of success in financial services.
- State insurance licenses preferred.
- Possession of additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.
Qualifications
- Strong communication skills and self-starter attitude.
- Loves learning and challenges, including a strong desire to succeed.
- Skilled in long-term relationship building.
- Adaptable to new information and seeking solutions for clients.
- Comfortable thinking critically and making decisions.
- Passionate about new opportunities.
Skills
- Exceptional interpersonal and communication skills.
- Ability to think critically and make sound judgments.
- Strong organizational and problem-solving skills.
- Ability to manage multiple tasks and prioritize effectively.
Benefits
- Comprehensive medical, dental, and vision coverage.
- Voluntary benefits such as accident, hospital indemnity, and critical illness coverage.
- Disability income continuation, basic life, and basic AD&D coverage provided at no cost.
- Flexible 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
- Income continuation, basic life, and basic AD&D coverage provided at no cost.
- Profit-sharing and incentive travel opportunities.
- Paid sick leave and paid time off.
- Medical and parental leave for qualified associates.
- Travel award program participation.
- Employee Assistance Program.
Pay
No ceiling to your earning potential and growth, with compensation tied to your efforts. A multi-faceted compensation package includes opportunities for profitability bonuses, profit sharing, and incentive travel.
Schedule
The schedule is flexible to balance personal and professional lives, offering the best of both worlds.
Benefits
- Comprehensive medical, dental, and vision coverage.
- Disability income continuation, basic life, and basic AD&D coverage provided at no cost.
- Profit-sharing and incentive travel opportunities.
- Paid sick leave and paid time off.
- Medical and parental leave for qualified associates.
- Travel award program participation.
- Employee Assistance Program.
Equal Opportunity Employer
Edward Jones is committed to creating a diverse and inclusive workplace where everyone feels valued. We prohibit discrimination based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, and other protected categories. We also comply with laws prohibiting discrimination in hiring and provide equal opportunity for all candidates.