US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company committed to improving the lives of clients and colleagues through partnerships. Founded over 100 years ago, we serve over eight million clients across the U.S. and Canada, focusing on client-centered service and community involvement.

Responsibilities

• Develop and grow your own practice by building relationships through various sourcing strategies (residential, business, networking, introductions, referrals, social media, and speaking engagements).
• Understand and address clients' and prospective clients' needs, priorities, and concerns to establish trust and create personalized strategies for achieving their financial goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience that aligns with firm policies, regulatory requirements, and ethical guidelines.
• Create a dynamic and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.
• Participate in ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Requirements

Required: Series 7 and Series 66 licenses. Experience in financial services with clients, in-depth knowledge of investment products and services, and a track record of success. State insurance licenses preferred. Additional professional designations such as CFP® or CRPC™ are preferred.

Qualifications

• Strong communication skills and self-motivation.
• Loves learning and challenges, including a strong desire to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information and seeking solutions for clients.
• Comfortable thinking critically and possessing sound judgment.

Benefits

• Comprehensive medical, dental, vision, and disability insurance.
• Flexible 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
• Paid sick leave, paid time off, and potential for bonuses, profit sharing, and incentive travel.
• Employee Assistance Program for personal and professional support.

Pay and Schedule

No ceiling to your earning potential, tied to your efforts. A multi-faceted compensation package includes opportunities for profitability bonuses, profit sharing, and incentive travel. Flexible scheduling options are available.

Schedule

Financial advisors enjoy flexibility in their schedules, with the option to work remotely or in-person based on firm policies and client needs.

Benefits

• Medical, dental, vision, and disability insurance.
• 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
• Paid sick leave, paid time off, and potential for bonuses, profit sharing, and incentive travel.
• Employee Assistance Program for personal and professional support.

Application

Applications for this role are accepted on an ongoing basis. To learn more about the qualifications and benefits, speak with a recruiter.

Equal Opportunity Employer

At Edward Jones, we are committed to creating a diverse and inclusive workplace where everyone feels valued. We prohibit discrimination based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, and other protected categories under applicable law. We also comply with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.