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, the firm serves over 9 million clients through 20,000 financial advisors in the U.S. and Canada. Edward Jones is committed to creating positive impacts in communities and society, fostering an inclusive environment where diverse perspectives contribute to success.

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).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to establish 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.
• Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
• Support your clients and engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

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 schedules 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 with clients, in-depth knowledge of investment products and services, and a track record of success.
• State insurance licenses preferred.
• Possession of additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.

Qualifications

• Strong communication skills and self-starter attitude.
• Loves learning and challenges, including determination to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information and seeking the right solutions for clients.
• Comfortable with critical thinking and problem-solving.
• Passionate about new opportunities and growth.

Pay and Schedule

No ceiling to your earning potential and growth, with compensation tied to your efforts. The multi-faceted compensation package includes opportunities for profitability bonuses, profit sharing, and incentive travel. Flexibility in your schedule is also a key aspect of the role.

Schedule

The schedule is flexible, allowing you to balance your personal and professional lives. You may be eligible for paid sick leave and parental leave, depending on your eligibility.

Benefits

• 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).
• Paid time off and sick leave.
• Profitability bonuses, profit sharing, and incentive travel.

Contact Us

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

Application

Applications for this role are accepted on an ongoing basis.