US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. Founded in 1919, we are privately-owned and focused on our clients rather than shareholder returns. Our purpose is to partner for positive impact, improving the lives of our clients and colleagues, and bettering our communities and society.

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.

Requirements

• 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.

Skills

Financial advisors at Edward Jones are driven by performance and must demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. They are confident and possess the ability to think critically, with sound judgment.

Benefits

• Compensation and benefits package includes 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 are provided at no cost to financial advisors.
• Edward Jones offers a 401(k) retirement plan, and tax-advantaged accounts: health savings account and flexible spending account.
• Flexibility in schedule, paid sick leave, paid time off, and potential for bonuses, profit sharing, and incentive travel.

Pay

Earn salary, commissions, and new asset compensation with no ceiling to your earning potential and growth. Your compensation is tied to the effort you put in.

Schedule

The schedule is flexible, allowing you to balance your personal and professional lives.

Benefits

• View our Purpose, Inclusion and Citizenship Report.
• Learn more about the benefits available to financial advisors on our benefits page.

Contact Us

To learn more about becoming a financial advisor at Edward Jones, speak with a recruiter. You can calculate a preliminary total compensation with this calculator.

Application

Applications for this role are accepted on an ongoing basis.