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

• Develop and grow your own practice through 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

• Ability to think critically and make sound judgments.

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 and paid sick leave.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Paid medical and parental leave.
• Participation in the firm's Travel Award Program.
• Employee Assistance Program.

Pay

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.

Schedule

The flexibility that you need to balance your personal and professional lives – the best of both worlds.

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.
• 401k retirement plan, health savings account, and flexible spending account.
• Paid sick leave and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Paid medical and parental leave.
• Participation in the firm's Travel Award Program.
• Employee Assistance Program.