US Experienced Financial Advisor
About the role
Edward Jones is a Fortune 500¹ company dedicated to improving the lives of clients and colleagues through partnerships. Founded over 100 years ago, we serve over eight million clients across the U.S. and Canada, focusing on client-centered service and community involvement.
Responsibilities
- Develop and grow your own practice by creating new clients through various strategies including residential, business, networking, introductions, referrals, and social media.
- Understand and address clients' and prospective clients' needs, priorities, and concerns to build trust and provide personalized strategies.
- Oversee branch processes to ensure a high-quality, streamlined client experience, adhering to firm policies, procedures, and regulatory requirements.
- Create a supportive and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.
- Complete ongoing training and maintain necessary licenses and registrations to stay compliant and enhance your professional development.
Requirements
- 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.
- Possess additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.
Qualifications
- Strong communication skills and self-motivation.
- Loves learning and challenges, with a strong desire to succeed.
- Skilled in building long-term relationships and adaptable to new information.
- Comfortable thinking critically and seeking solutions for clients.
- Passionate about new opportunities and willing to take on challenges.
Skills
- Exceptional interpersonal and communication skills.
- Ability to think critically and solve complex problems.
- Strong organizational and time management skills.
- Ability to work independently and as part of a team.
Benefits
- Comprehensive medical, dental, and vision coverage.
- Voluntary benefits such as accident, hospital indemnity, and critical illness coverage.
- Disability income continuation, basic life, and basic AD&D coverage provided at no cost.
- Flexible 401(k) retirement plan and tax-advantaged accounts.
- Profit-sharing and incentive travel opportunities.
- Paid sick leave and parental leave.
- Employee Assistance Program.
Pay
No ceiling to your earning potential, with a multi-faceted compensation package tied to your performance.
Schedule
The schedule is flexible to balance personal and professional lives, offering the best of both worlds.
Benefits
- Medical, dental, and vision coverage.
- Disability income continuation, basic life, and basic AD&D coverage provided at no cost.
- Profit-sharing and incentive travel opportunities.
- Paid sick leave and parental leave.
- Employee Assistance Program.
Application
Applications for this role are accepted on an ongoing basis.
Equal Opportunity Employer
At Edward Jones, we are committed to a diverse and inclusive workplace, prohibiting discrimination based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, and other protected categories. We also comply with fair chance laws and provide equal opportunities for all qualified candidates.