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, we serve over 9 million clients through 20,000 financial advisors across the U.S. and Canada. Our purpose is to partner for positive impact, improving the lives of our clients and colleagues, and making a difference in our communities.
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.
- Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Benefits
- Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Disability income continuation, basic life, and basic AD&D coverage (provided at no cost)
- 401(k) retirement plan, health savings account, and flexible spending account
- Flexible schedule, 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™
Qualifications
- Strong communications skills and self-starter
- 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
Pay and Schedule
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in. A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel. The flexibility that you need to balance your personal and professional lives – the best of both worlds.
Benefits
- Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Disability income continuation, basic life, and basic AD&D coverage (provided at no cost)
- 401(k) retirement plan, health savings account, and flexible spending account
- Flexible schedule, paid sick leave, and paid time off
- Opportunities for profitability bonuses, profit sharing, and incentive travel
Application
Applications for this role are accepted on an ongoing basis.
Equal Opportunity Employer
At Edward Jones, we are committed to creating a workplace where everyone feels like they belong. We are proud of our associates' contributions to the firm and the recognitions we have received. We do not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.