US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company dedicated to providing exceptional service to its clients. Founded over 100 years ago, Edward Jones serves over 8 million clients through its network of over 20,000 financial advisors in the U.S. and Canada. The firm places a strong emphasis on client-focused partnerships and community involvement.

Responsibilities

• Develop and grow your own practice by creating new clients through various sourcing strategies such as residential, business, networking, introductions, referrals, and social media.
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to build trust and create personalized strategies to help them achieve their financial 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 that fosters trust, respect, feedback, and accountability.
• Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Requirements

As an associate, 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. A firm-provided branch office in the community is included, along with client support to help lighten the load so you can focus on your clients. You'll also have a support network that extends from your client support team office to your region to the home office.

Qualifications

• Series 7 and Series 66 required.
• Experience in financial services working with clients, in-depth knowledge of investment products and services, and 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 and self-starter attitude. 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.

Benefits

• Compensation and benefits package includes 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.
• Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account.
• Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off.
• Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program.
• All associates are eligible for the firm's Employee Assistance Program.

Pay

Earn salary, commissions, and new asset compensation with no ceiling to your earning potential and growth. Your compensation is tied to the effort you put in, and you have opportunities for profitability bonuses, profit sharing, and incentive travel.

Schedule

The schedule is flexible to balance personal and professional lives, offering the best of both worlds.