US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company that places the focus on its clients rather than shareholder returns. Founded over 100 years ago, Edward Jones serves over eight million clients through its network of over 20,000 financial advisors in the U.S. and Canada. The firm is known for its innovative approach, flexibility, and inclusivity, fostering a culture where associates feel seen, heard, respected, and supported.

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

• 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.
• 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.

Skills

• Ability to think critically and make sound judgments.

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.
• Flexibility in schedule and paid sick leave and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Employee Assistance Program.

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 that also 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

• 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.
• Flexibility in schedule and paid sick leave and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Employee Assistance Program.