US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company dedicated to providing exceptional service to its clients. Founded over 100 years ago, Edward Jones serves over 8 million clients through its network of 20,000 financial advisors across the U.S. and Canada. The firm is privately-owned, focusing on client satisfaction rather than shareholder returns.

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 client experience and compliance with firm policies, regulatory requirements, and ethical guidelines.
• Create a dynamic and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.
• Participate in ongoing training provided by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
• Support your clients and engage with the branch team to enhance branch effectiveness and achieve business goals.

Benefits

• Comprehensive medical, dental, vision, and life insurance coverage.
• Disability 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).
• Flexible work schedules and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.

Candidate Qualifications

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

Qualities of a Successful Financial Advisor

• Strong communication skills and self-motivation.
• Determination to succeed and a love of learning and challenges.
• Ability to build long-term relationships and adapt to new information.
• Comfortable thinking critically and finding solutions for clients.
• Passion for new opportunities and a willingness to take on challenges.

Application Information

Applications for this role are accepted on an ongoing basis. To learn more about the benefits available to financial advisors, visit our benefits page. For a preliminary calculation of total compensation, use our salary calculator. Qualified candidates should demonstrate a unique combination of ambition, self-motivation, and commitment to long-term client relationships.