US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ 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 focused on our clients rather than shareholder returns. Our purpose is to partner for positive impact, improving the lives of our clients and colleagues, and bettering our communities and society.

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).
• 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.
• Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
• Support your clients and engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

Requirements

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. Additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ are preferred.

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.

Skills

Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. They are driven by performance and ensure their compensation and earning potential reflect their performance.

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 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account.
• The firm provides flexibility in your schedule and paid sick leave and paid time off.
• Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave; and participation in the firm's Travel Award Program.
• All associates are eligible for the firm's Employee Assistance Program.

Pay

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 schedule is flexible, allowing you to balance your personal and professional lives.