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 20,000 financial advisors across the U.S. and Canada. The firm is known for its strong focus on client relationships and its commitment to creating a supportive and inclusive workplace.
Key Responsibilities
- Develop and grow your own practice by building relationships through various sourcing strategies (residential, business, networking, introductions, referrals, social media, and speaking engagements).
- Understand and address the needs, priorities, and concerns of clients and prospective clients to establish trust and create personalized strategies.
- Oversee branch processes, roles, and responsibilities to ensure a high-quality client experience and compliance with firm policies, regulatory requirements, and ethical guidelines.
- Create a dynamic and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.
- Participate in ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
Benefits
- Comprehensive medical, dental, vision, and disability coverage.
- Flexible income continuation, basic life, and basic AD&D coverage.
- A 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
- Opportunities for profitability bonuses, profit sharing, and incentive travel.
- Competitive compensation tied to performance, including salary, commissions, and new asset compensation.
Candidate Qualifications
- Series 7 and Series 66 required.
- Experience in financial services and in-depth knowledge of investment products and services.
- Track record of success in financial services.
- Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.
Qualifications
- Strong communication skills and self-starter mentality.
- Loves learning and challenges, including a drive to succeed.
- Skilled in long-term relationship building.
- Adaptable to new information and seeking the right solutions for clients.
- Confident and possesses the ability to think critically.
- Passionate about new opportunities.
Benefits
- Medical, dental, vision, and disability coverage.
- Income continuation, basic life, and basic AD&D coverage.
- 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
- Opportunities for profitability bonuses, profit sharing, and incentive travel.
- Competitive compensation tied to performance, including salary, commissions, and new asset compensation.
Qualifications
- Series 7 and Series 66 required.
- Experience in financial services and in-depth knowledge of investment products and services.
- Track record of success in financial services.
- Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.
Equal Opportunity Employer
At Edward Jones, we are committed to creating a diverse and inclusive workplace where everyone feels valued and belongs. We strive to provide equal employment opportunities to all candidates without discrimination based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected characteristic under applicable law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.