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 eight million clients through its network of over 20,000 financial advisors in the U.S. and Canada. Edward Jones is committed to creating positive impacts in the lives of its clients and colleagues.
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.
Qualifications
- Series 7 and Series 66 required.
- Experience in financial services working with clients, 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® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.
Benefits
- Compensation and benefits package including medical and 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 to financial advisors.
- 401(k) retirement plan, health savings account, and flexible spending account.
- Flexibility in schedule, paid sick leave, paid time off, and potential for profitability bonuses, profit sharing, and incentive travel.
Pay
Earn salary, commissions, and new asset compensation with no ceiling to your earning potential and growth. Your compensation is tied to the effort you put in.
Schedule
The schedule is flexible to balance personal and professional lives.
Benefits
- Employee Assistance Program.
Application
Applications for this role are accepted on an ongoing basis.
Candidate Qualifications
- 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.
Equal Opportunity Employer
At Edward Jones, we are committed to creating a diverse and inclusive workplace where everyone feels valued and belongs. We do not discriminate based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected characteristic under applicable law. We are prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conduct background reviews consistent with FINRA Rule 3110(e).