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 in the U.S. and Canada. The firm places a strong emphasis on client-centered partnerships and community involvement.

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 clients' and prospective clients' needs, priorities, and concerns to establish trust and create personalized strategies.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, efficient client experience.
• Create a dynamic and supportive environment within the branch, fostering trust, respect, feedback, and accountability among team members.
• Participate in ongoing training programs offered by the firm and regulatory bodies, and maintain necessary licenses and registrations.

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 (health savings account and flexible spending account).
• Competitive salary, commissions, and new asset compensation.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Flexible scheduling and paid time off.

Candidate Qualifications

• Series 7 and Series 66 licenses 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®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.

What Makes a Successful Financial Advisor?

• Strong communication skills and self-motivation.
• Loves learning and tackling challenges.
• Skilled in building long-term relationships.
• Adaptable to new information and solutions.
• Confident and capable of critical thinking.
• Passionate about new opportunities and growth.

Qualifications

• Series 7 and Series 66 licenses required.
• Experience in financial services and in-depth knowledge of investment products and services.
• State insurance licenses preferred.
• Additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™ preferred.