US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 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 practices and community involvement.

Key Responsibilities

• Develop and grow your own practice by creating new clients through various strategies including residential, business, networking, introductions, referrals, and social media engagement.
• Understand and address the needs, priorities, and concerns of clients and prospective clients to build trust and provide personalized, comprehensive financial strategies.
• Oversee branch processes and ensure a high-quality, efficient client experience by adhering to firm policies, regulatory requirements, and ethical guidelines.
• Create a supportive 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 to maintain certifications and licenses in good standing.

Benefits

• Comprehensive medical, dental, vision, and life insurance coverage.
• Disability income continuation, basic life, and basic AD&D coverage provided at no cost.
• A 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
• Flexible work schedule and paid time off.
• Potential for profitability bonuses, profit sharing, and incentive travel.

Candidate Qualifications

• Series 7 and Series 66 licenses required.
• Experience in financial services and in-depth knowledge of investment products and services.
• Track record of success in client interactions.
• Preferred additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.

Qualifications

• Strong communication skills and self-motivation.
• Determination to succeed and a love of learning and challenges.
• Ability to build long-term client relationships and adapt to new information.
• Comfortable thinking critically and seeking solutions for clients.
• Passion for new opportunities and a willingness to take on challenges.