Jobs · Finance · Virginia

US Experienced Financial Advisor

Edward Jones · Charlottesville, VA · 2 wk ago
On-siteFinance$50k/yrFull-time

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 9 million clients through its network of 20,000 financial advisors in the U.S. and Canada. The firm is known for its commitment to client-centered practices and its inclusive culture.

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 prospects to establish trust and create personalized strategies.
  • Oversee branch processes to ensure a high-quality, streamlined client experience that aligns with firm policies, regulatory requirements, and ethical guidelines.
  • Create and manage the branch business plan to enhance effectiveness and achieve business objectives.
  • Build a supportive and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.

Qualifications

  • Series 7 and Series 66 licenses required.
  • In-depth knowledge of investment products and services with a proven track record of success.
  • Preferred additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.
  • Strong communication skills and self-motivation.
  • Determination to succeed and adaptability to new information.
  • Ability to build long-term relationships and think critically.

Benefits

  • Comprehensive medical, dental, vision, and disability coverage.
  • Flexible income continuation, life, and AD&D coverage.
  • 401(k) retirement plan and tax-advantaged accounts.
  • Paid sick leave, paid time off, and potential bonuses.
  • Profit-sharing and participation in the firm's Travel Award Program.
  • Employee Assistance Program.

Pay and Schedule

No ceiling to your earning potential, with a multi-faceted compensation package tied to performance. Flexible scheduling options are available.

Schedule

Financial advisors enjoy flexibility in their schedules, with the option to work remotely or in-person as needed.

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