US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company that places the focus on its clients rather than shareholder returns. Founded over 100 years ago, Edward Jones serves over eight million clients through its network of over 20,000 financial advisors across the U.S. and Canada. The firm values diversity and inclusivity, fostering an environment where everyone’s different viewpoints contribute to achieving results.

Responsibilities

• Develop and grow your own practice by building relationships 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.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

Requirements

Required qualifications include Series 7 and Series 66 licenses, experience in financial services, and a track record of success. State insurance licenses are preferred, and additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ are preferred.

Qualifications

• Strong communications skills and self-starter attitude.
• Loves 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.
• Passionate about 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 should have strong communication skills, a deep understanding of investment products and services, and the ability to think critically.

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, health savings account, and flexible spending account.
• Flexibility in schedule and eligibility for paid sick leave and paid time off.
• Opportunities for profitability 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

• Medical and prescription drug coverage
• Dental coverage
• Vision coverage
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Disability income continuation
• Basic life insurance
• Basic AD&D coverage
• Income continuation, basic life, and basic AD&D coverage provided at no cost
• 401(k) retirement plan
• Tax-advantaged accounts (health savings account and flexible spending account)
• Paid sick leave and paid time off
• Opportunities for profitability bonuses, profit sharing, and incentive travel