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 through 20,000 financial advisors across the U.S. and Canada. Our purpose is to partner for positive impact, and we foster an inclusive environment where diverse perspectives contribute to our success.

Key Responsibilities

• Develop and grow your own practice by creating new clients 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 build trust and provide personalized strategies.
• Oversee branch processes to ensure a high-quality, streamlined client experience that aligns with firm policies, regulatory requirements, and ethical guidelines.
• Create and manage the branch business plan to enhance effectiveness and achieve business goals.
• Build a supportive and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.

Qualifications

• Series 7 and Series 66 required.
• Experience in financial 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

• Comprehensive medical, dental, vision, and disability coverage.
• Flexible income continuation, life, and AD&D coverage.
• A 401(k) retirement plan and tax-advantaged accounts.
• Profit-sharing, bonuses, and incentive travel opportunities.
• Competitive salary and commission structure.
• Flexible schedule and paid time off.
• Employee Assistance Program.

Pay and Schedule

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

Schedule

Financial advisors enjoy flexibility in their schedules, with options for remote work and a supportive team behind them.

Benefits

• Medical, dental, vision, and disability coverage.
• Income continuation, life, and AD&D coverage.
• A 401(k) retirement plan and tax-advantaged accounts.
• Profit-sharing, bonuses, and incentive travel opportunities.
• Flexible schedule and paid time off.
• Employee Assistance Program.

Career Path

Edward Jones provides ongoing training and support to help you grow your practice and achieve your financial goals. The firm offers a range of professional designations and certifications to enhance your expertise and career prospects.

Equal Opportunity Employer

At Edward Jones, we strive to create a workplace where everyone feels valued and included. We are committed to equal opportunity and prohibit discrimination based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, and any other protected characteristic. We also comply with local laws and regulations regarding fair chance hiring and background checks.