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, we serve over eight million clients through 20,000 financial advisors across the U.S. and Canada. Our purpose is to partner for positive impact, improving the lives of our clients and colleagues, and bettering our communities and society.

Key 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.

Benefits

• Multifaceted compensation package including salary, commissions, new asset compensation, and opportunities for profitability bonuses, profit sharing, and incentive travel.
• Flexible schedule and eligibility for paid sick leave and paid time off.
• Health and wellness benefits including medical, prescription drug, dental, vision, and voluntary benefits.
• Retirement plans and tax-advantaged accounts such as 401(k) and HSAs/Flex Spending Accounts.

Candidate Qualifications

• 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.
• 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.
• Passion for new opportunities.