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 committed to improving the lives of our clients and colleagues through partnerships.

Responsibilities

• Develop and grow your own practice by building relationships through 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.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

Requirements

You are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Qualifications

• 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™.

Skills

• Strong communications skills.
• Determination to succeed.
• Ability to think critically and seek the right solutions for clients.
• Confidence and adaptability to new information.
• Passion for new opportunities.

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness).
• Disability income continuation, basic life, and basic AD&D coverage (provided at no cost).
• 401(k) retirement plan, health savings account, and flexible spending account.
• Flexibility in schedule, paid sick leave, and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.

Pay

$50,000 - $125,000

Schedule

Flexible schedule

Benefits

• Income continuation, basic life, and basic AD&D coverage (provided at no cost).
• 401(k) retirement plan.
• Tax-advantaged accounts: health savings account and flexible spending account.
• Paid sick leave and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Employee Assistance Program.