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 9 million clients through 20,000 financial advisors in the U.S. and Canada. Edward Jones is committed to fostering a culture of inclusion and partnership, ensuring that all associates feel valued and supported.

Key Responsibilities

• Develop and grow your own practice through various sourcing strategies including residential, business, networking, introductions, referrals, and social media.
• Understand and address the needs, priorities, and concerns of clients and prospective clients to build trust and create personalized strategies.
• Oversee branch processes to ensure a high-quality, streamlined client experience.
• Create and adjust the branch business plan to enhance effectiveness and achieve business goals.
• Build a supportive and engaging environment within the branch.

Benefits

• Comprehensive medical, dental, vision, and disability coverage.
• Flexible work schedule and eligibility for paid sick leave and time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Participation in the firm's Travel Award Program.

Candidate Qualifications

• Series 7 and Series 66 required.
• In-depth knowledge of investment products and services with a proven track record.
• State insurance licenses preferred.
• Possession of additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.

Qualities of a Successful Financial Advisor

• Strong communication skills and self-motivation.
• A love of learning and challenges, including a strong desire to succeed.
• Proficiency in long-term relationship building.
• Adaptability to new information and solutions for clients.
• Confidence and sound judgment in critical thinking.
• A passion for new opportunities.

Benefits

• Compensation and benefits package including medical, prescription drug, dental, vision, and disability coverage.
• 401(k) retirement plan and tax-advantaged accounts.
• Income continuation, basic life, and basic AD&D coverage provided at no cost.
• Profitability bonuses, profit sharing, and incentive travel opportunities.
• Flexible work schedule and eligibility for paid sick leave and time off.
• Employee Assistance Program for all associates.

Application Information

Applications for this role are accepted on an ongoing basis. The minimum salary range for this position is $50,000, with a maximum of $125,000. Candidates should demonstrate a unique combination of ambition, self-motivation, and commitment to long-term client relationships.