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 our clients' long-term financial goals.

Responsibilities

• Develop and grow your own practice through face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
• Understand and address clients' and prospective clients' needs, priorities, and concerns to build trust and create personalized strategies.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
• Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Requirements

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

Qualifications

• Strong communications skills and self-starter attitude.
• Loves learning and challenges, including determination to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information and seeking the right solutions for clients.
• Comfortable thinking critically and possessing passion for new opportunities.

Benefits

• Comprehensive medical, dental, and vision coverage.
• Disability income continuation, basic life, and basic AD&D coverage provided at no cost.
• 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
• Flexible schedule and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Employee Assistance Program for all associates.

Pay

No ceiling to your earning potential and growth, with compensation tied to your efforts. The multi-faceted compensation package includes opportunities for bonuses, profit sharing, and incentive travel.

Schedule

The flexibility to balance personal and professional lives is key, offering the best of both worlds.

Benefits

• Medical, dental, and vision coverage.
• Disability income continuation, basic life, and basic AD&D coverage provided at no cost.
• 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
• Paid sick leave and paid time off.
• Profitability bonuses, profit sharing, and incentive travel.
• Employee Assistance Program for all associates.