US Experienced Financial Advisor
Edward Jones · Lancaster, PA · 3 wk ago
On-siteFinance$50k/yrFull-time
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 across the U.S. and Canada. Edward Jones places a strong emphasis on client relationships 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 to ensure a high-quality, efficient client experience, adhering to firm policies, regulatory requirements, and ethical guidelines.
- Create a supportive and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.
- Participate in ongoing training and required certifications to maintain licensure and stay updated on industry developments.
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.
- Profitability bonuses, profit sharing, and incentive travel opportunities.
- 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™.
- Strong communication skills and self-motivation.
- Determination to succeed and adapt to new information.
- Ability to build long-term relationships and think critically.
- Passion for new opportunities and continuous learning.