US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company that places the focus on its clients rather than shareholder returns. Founded over 100 years ago, Edward Jones serves over eight million clients through its network of over 20,000 financial advisors in the U.S. and Canada. The firm is known for its innovative approach, flexibility, and inclusivity, fostering a culture where associates feel seen, heard, respected, and supported.

Responsibilities

• Develop and grow your own practice, supported by branch associates, a home-office team, and other regional financial advisors.
• 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.

Requirements

You are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

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™.

Skills

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

• Compensation and benefits package includes 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 are provided at no cost to financial advisors.
• Edward Jones offers a 401(k) retirement plan, and tax-advantaged accounts: health savings account and flexible spending account.
• The firm provides flexibility in your schedule and, where required by applicable law, is eligible for paid sick leave and paid time off.
• Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program.
• All associates are eligible for the firm's Employee Assistance Program.

Pay

Earn salary, commissions, new asset compensation. No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in. A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel.

Schedule

The firm offers flexibility in your schedule.

Benefits Page

For more information on the Benefits available to financial advisors, please visit our benefits page.

Candidate Qualifications

To be successful, candidates should demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. They must be driven by performance and possess strong communications skills, self-starter attitude, 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 their ability to think critically, and passionate for new opportunities.

Equal Opportunity Employer

At Edward Jones, we are committed to creating a workplace where everyone feels like they belong. We are proud of our associates' contributions to the firm and the recognitions we have received. 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). We are an equal opportunity employer and prohibit discrimination based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law.