US Experienced Financial Advisor
About the role
Edward Jones is a Fortune 500¹ company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. Founded in 1919, we are privately-owned and focused on our clients rather than shareholder returns. 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 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.
- Support your clients and provide assistance to lighten your workload.
- Work independently but benefit from a support network that extends from your client support team office to your region to the home office.
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.
- Possession of additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.
Benefits
- Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage.
- Income continuation, basic life, and basic AD&D coverage provided at no cost to financial advisors.
- A 401(k) retirement plan and tax-advantaged accounts: health savings account and flexible spending account.
- The flexibility to balance personal and professional lives – the best of both worlds.
Pay
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in. A multi-faceted compensation package includes opportunities for profitability bonuses, profit sharing, and incentive travel.
Schedule
The schedule is flexible, allowing you to balance your personal and professional lives.
Benefits
- Health savings account and flexible spending account.
- Paid sick leave and paid time off.
- Potential for bonuses and profit sharing.
- Participation in the firm's Travel Award Program.
- Employee Assistance Program.
Candidate 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.
Equal Opportunity Employer
At Edward Jones, we are committed to creating a diverse and inclusive workplace where everyone feels like they belong. We are proud of our associates' contributions to the firm and the recognitions we have received. We do not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.