US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company dedicated to providing exceptional service to its clients. Founded over 100 years ago, the firm serves over 9 million clients through its network of 20,000 financial advisors across the U.S. and Canada. Edward Jones is committed to creating positive impacts in the lives of its clients and colleagues, fostering an inclusive environment where diverse perspectives contribute to success.

Key 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 the needs, priorities, and concerns of clients and prospects to establish trust and create personalized strategies for achieving their financial goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, efficient client experience that aligns with firm policies, regulatory requirements, and ethical standards.
• Engage the branch team to develop, monitor, and adjust the branch business plan to enhance effectiveness and meet business objectives.
• Create a supportive and collaborative environment within the branch, promoting trust, respect, feedback, and accountability among team members.

Qualifications

• Series 7 and Series 66 required.
• Experience in financial services and a deep understanding of investment products and services.
• Track record of success in client interactions.
• Preferred additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.
• Strong communication skills and the ability to build long-term relationships with clients.
• Adaptability to new information and problem-solving skills.

Benefits

• Comprehensive medical, dental, vision, and disability coverage.
• Flexible income continuation, life, and AD&D coverage.
• A 401(k) retirement plan and tax-advantaged accounts.
• Paid sick leave, paid time off, and potential for bonuses, profit sharing, and incentive travel.
• Employee Assistance Program.

Pay and Schedule

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

Schedule

Financial advisors enjoy flexibility in their schedules, with the option to work remotely or in-person based on firm policies and client needs.

Benefits

• Medical, dental, vision, and disability coverage.
• Income continuation, life, and AD&D coverage.
• A 401(k) retirement plan and tax-advantaged accounts.
• Paid sick leave, paid time off, and potential for bonuses, profit sharing, and incentive travel.
• Employee Assistance Program.