Jobs · Finance · Indiana

US Experienced Financial Advisor

Edward Jones · Elkhart, IN · 2 wk ago
On-siteFinance$50k/yrFull-time

About the role

Edward Jones is a Fortune 500 company known for its focus on client-centered partnerships. Founded over 100 years ago, we serve over 9 million clients through 20,000 financial advisors in the U.S. and Canada. Our purpose is to partner for positive impact, improving the lives of our clients and colleagues, and contributing to our communities and society.

Key Responsibilities

  • Develop and grow your own practice through face-to-face and virtual sourcing strategies, including residential, business, networking, introductions, referrals, and social media outreach.
  • Understand and address clients' and prospective clients' needs, priorities, and concerns to build trust and create personalized strategies.
  • Oversee branch processes, roles, and responsibilities 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, fostering trust, respect, feedback, and accountability.

Qualifications

  • 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.
  • Possession of additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.

Benefits

  • Comprehensive medical, dental, vision, and disability coverage.
  • Flexible income continuation, life, and AD&D coverage.
  • A 401(k) retirement plan and tax-advantaged accounts.
  • Profit-sharing, bonuses, and participation in the firm's Travel Award Program.
  • Access to the Employee Assistance Program.

Schedule

Financial advisors enjoy flexibility in their schedule, and where required by applicable law, are eligible for paid sick leave and paid time off.

Pay

No ceiling to your earning potential, with a multi-faceted compensation package tied to performance, including opportunities for profitability bonuses, profit sharing, and incentive travel.

Benefits Page

For more information on the benefits available to financial advisors, please visit our benefits page.

Candidate Qualifications

  • Strong communications skills and self-starter attitude.
  • Loves learning and challenges, including determination to succeed.
  • Skilled in long-term relationship building.
  • Adaptable to new information and seeking the right solutions for clients.
  • Comfortable thinking critically and possessing passion for new opportunities.

Equal Opportunity Employer

At Edward Jones, we are committed to creating a diverse and inclusive workplace where everyone feels valued. We strive to provide equal opportunities for all candidates regardless of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected characteristic.

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