Jobs · Finance · Ohio

US Experienced Financial Advisor

Edward Jones · Akron, OH · 3 wk ago
On-siteFinance$50k/yrFull-time

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.

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

  • 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™.

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

  • Ability to think critically and provide sound judgment.

Benefits

  • 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.
  • 401(k) retirement plan, health savings account, and flexible spending account.
  • Flexibility in schedule and paid sick leave and paid time off.
  • Opportunities for profitability bonuses, profit sharing, and incentive travel.

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.

Benefits

  • Health savings account and flexible spending account.
  • Paid medical and parental leave for Financial Advisors that satisfy eligibility requirements.
  • Participation in the firm's Travel Award Program.

Candidate 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.

Equal Opportunity Employer

Edward Jones is committed to creating a workplace where everyone feels like they belong. The firm is 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 conducts background reviews consistent with FINRA Rule 3110(e).

Similar jobs

Financial Advisor

Northwestern MutualAsheville, NC· 1 wk ago
Finance$61k–$119k/yrapply on careers-northwesternmutual.icims.com

Financial Advisor

Northwestern MutualCarmel, IN· 1 wk ago
Sales$61k–$119k/yrapply on careers-northwesternmutual.icims.com

Financial Advisor

Northwestern MutualDes Moines, IA· 1 wk ago
Finance$61k–$119k/yrapply on careers-northwesternmutual.icims.com

Financial Advisor

Northwestern MutualSan Francisco, CA· 1 wk ago
Sales$61k–$119k/yrapply on careers-northwesternmutual.icims.com

Financial Advisor

Modern Wealth ManagementMesa, AZ· 4 mo ago
Sales$70k–$80k/yrapply on workforcenow.adp.com

Financial Advisor

Wealth EnhancementCharleston, WV· 3 wk ago
Finance$100k–$150k/yrapply on wealthenhancement.wd1.myworkdayjobs.com