US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company committed to placing the focus on its clients rather than shareholder returns. Founded over 100 years ago, Edward Jones serves over eight million clients through its network of over 20,000 financial advisors in the U.S. and Canada.

Key Responsibilities

• Build relationships to create new clients via 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.

Benefits

• Compensation and benefits package including 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 provided at no cost to financial advisors.
• A 401(k) retirement plan, health savings account, and flexible spending account.
• Flexibility in schedule and paid sick leave and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.

Candidate 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™.

What makes a successful financial advisor?

• Strong communications skills and self-starter.
• Loves 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 their ability to think critically.
• Passion for new opportunities.

Equal Opportunity Employer

Edward Jones is committed to creating a diverse environment and is proud of its associates' contributions to the firm and the recognitions it has received. The firm is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).