US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 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 committed to improving the lives of our clients and communities through partnerships.

Key Responsibilities

• Develop and grow your own practice by creating new clients through various strategies including residential, business, networking, introductions, referrals, and social media.
• Understand and address clients' and prospective clients' needs, priorities, and concerns to build trust and provide personalized, comprehensive strategies.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience.
• Create a dynamic and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.
• Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Benefits

• Comprehensive benefits package including medical, 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 provided at no cost.
• A 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
• Flexibility in schedule and eligibility for paid sick leave and time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.

Candidate Qualifications

• Series 7 and Series 66 required.
• Experience in financial services and in-depth knowledge of investment products and services.
• Track record of success in client interactions.
• 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 attitude.
• Loves learning and challenges, including determination to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information and seeking the right solutions for clients.
• Comfortable with critical thinking and problem-solving.
• Passionate about new opportunities and growth.

Pay and Schedule

No ceiling to your earning potential and growth, tied to your efforts. A multi-faceted compensation package includes opportunities for profitability bonuses, profit sharing, and incentive travel.

The pay range for this role is between $50,000 and $125,000, depending on experience and performance.

Schedule

Financial advisors enjoy flexibility in their schedule, with the option to work remotely or in-person, depending on the branch location.