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 colleagues through partnerships.

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.

Benefits

• Multifaceted compensation package including salary, commissions, new asset compensation, and opportunities for profitability bonuses, profit sharing, and incentive travel.
• Flexible schedule and paid time off, including paid sick leave and parental leave.
• Comprehensive benefits package including medical, dental, vision, disability, life, and AD&D coverage.
• 401(k) retirement plan and tax-advantaged accounts.

Candidate Qualifications

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

Qualities of a Successful Financial Advisor

• 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.

Benefits Available to Financial Advisors

• 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.
• 401k retirement plan and tax-advantaged accounts: health savings account and flexible spending account.
• Paid sick leave and paid time off.
• Bonuses; profit sharing; paid medical and parental leave.
• Participation in the firm's Travel Award Program.
• Employee Assistance Program.

Application Information

Applications for this role are accepted on an ongoing basis. Qualified candidates should demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships.