US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company dedicated to improving the lives of clients and colleagues through partnerships. Founded over 100 years ago, we serve over eight million clients across the U.S. and Canada, providing a wide range of investment products and services.

Key Responsibilities

• 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.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

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.
• PREFERRED: Additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.

Skills

• Strong communications skills.
• Determination to succeed.
• Ability to think critically and seek the right solutions for clients.
• Confidence and adaptability to new information.

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 (provided at no cost).
• 401(k) retirement plan, health savings account, and flexible spending account.
• Flexible schedule and paid sick leave.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Paid medical and parental leave for Financial Advisors that satisfy eligibility requirements.
• Participation in the firm's Travel Award Program.
• Employee Assistance Program.

Pay

Earn salary, commissions, and new asset compensation with no ceiling to your earning potential and growth. Your compensation is tied to the effort you put in.

Schedule

The flexibility to balance personal and professional lives – the best of both worlds.

Benefits

• Compensation and benefits package includes medical and 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 are provided at no cost to financial advisors.
• 401k retirement plan, health savings account, and flexible spending account.
• Paid sick leave and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Paid medical and parental leave for Financial Advisors that satisfy eligibility requirements.
• Participation in the firm's Travel Award Program.
• Employee Assistance Program.

Application

Applications for this role are accepted on an ongoing basis.

Candidate 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.

Equal Opportunity Employer

Edward Jones is committed to creating a workplace where everyone feels like they belong. The firm values diversity and inclusion, and we strive to provide equal opportunities for all qualified candidates.