US Experienced Financial Advisor
About the role
Edward Jones is a Fortune 500¹ company dedicated to improving the lives of clients and colleagues through partnerships. Founded over 100 years ago, we serve over eight million clients across the U.S. and Canada, focusing on client-centric practices and a supportive, inclusive culture.
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, streamlined client experience.
- 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.
Requirements
- Series 7 and Series 66 required.
- In-depth knowledge of investment products and services with a proven track record of success.
- Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.
- State insurance licenses preferred.
- Strong communication skills and self-starter attitude.
- Loves learning and challenges, including determination to succeed.
- Skilled in long-term relationship building and adaptable to new information.
- Comfortable thinking critically and seeking solutions for clients.
Qualifications
- Self-motivated and committed to establishing long-term client relationships.
- Driven by performance and performance-based compensation.
- Qualified candidates must meet minimum qualifications and pass background checks.
Benefits
- Comprehensive benefits package including medical, dental, vision, disability, life, and AD&D coverage.
- 401(k) retirement plan and tax-advantaged accounts.
- Flexible schedule and paid time off.
- Opportunities for profitability bonuses, profit sharing, and incentive travel.
Pay
No ceiling to your earning potential and growth, with a multi-faceted compensation package tied to your efforts.
Schedule
The schedule is flexible to balance personal and professional lives.
Benefits
- Medical, dental, vision, disability, life, and AD&D coverage.
- 401(k) retirement plan and tax-advantaged accounts.
- Paid time off and sick leave.
- Profitability bonuses, profit sharing, and incentive travel.
Equal Opportunity Employer
Edward Jones is committed to creating a diverse and inclusive workplace where everyone feels valued. We prohibit discrimination based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, and other protected categories. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable laws.