US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company committed 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, providing a supportive and inclusive environment for our financial advisors.

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, streamlined client experience, adhering to firm policies, procedures, regulatory requirements, and ethical guidelines.
• Create a dynamic and engaging branch environment focused on trust, respect, feedback, and accountability.
• Participate in 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.
• In-depth knowledge of investment products and services with a proven track record of success.
• State insurance licenses preferred.
• Possess additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.

Qualifications

• Strong communication skills and self-starter attitude.
• Loves learning and challenges, including a strong desire to succeed.
• Skilled in long-term relationship building and adaptable to new information.
• Comfortable thinking critically and seeking solutions for clients.
• Passionate about new opportunities and willing to take on challenges.

Skills

• Exceptional interpersonal and communication skills.
• Ability to think critically and make sound judgments.
• Strong organizational and problem-solving skills.
• Effective leadership and management abilities.

Benefits

• Comprehensive medical, dental, and vision coverage.
• Voluntary benefits such as accident, hospital indemnity, and critical illness insurance.
• Disability income continuation, basic life, and basic AD&D coverage provided at no cost.
• A 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
• Flexible work schedule and eligibility for paid sick leave and time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Employee Assistance Program for all associates.

Pay and Schedule

No ceiling to your earning potential and growth, with a multi-faceted compensation package tied to your efforts. Financial advisors enjoy flexibility in their schedules and may be eligible for bonuses, profit sharing, and travel awards.

Benefits

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

Qualifications

• Series 7 and Series 66 required.
• State insurance licenses preferred.
• Possess additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.

Benefits

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

Application

Applications for this role are accepted on an ongoing basis. Qualified candidates should apply to join Edward Jones, a place where everyone feels like they belong.