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 is known for its innovative approach, flexibility, and inclusivity, which attracts and supports a diverse workforce.

Responsibilities

• Develop and grow your own practice by building relationships with new and existing clients through various strategies such as residential, business, networking, introductions, referrals, and social media.
• 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.
• Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

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.
• Possession of 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 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.
• Passion for new opportunities.

Benefits

• Compensation and benefits package including 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 provided at no cost to financial advisors.
• 401(k) retirement plan, health savings account, and flexible spending account.
• Flexibility in schedule and paid sick leave and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Employee Assistance Program for all associates.

Schedule

The schedule for financial advisors is flexible, allowing them to balance their personal and professional lives.

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 includes opportunities for profitability bonuses, profit sharing, and incentive travel.

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage.
• Health savings account and flexible spending account.
• Paid sick leave and paid time off.
• Profitability bonuses, profit sharing, and incentive travel.
• Employee Assistance Program for all associates.

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.
• Possession of additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.

Career Path

Financial advisors at Edward Jones are encouraged to demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. They are driven by performance and are compensated and earn potential reflective of their performance. They are confident, possess the ability to think critically, and seek the right solutions for clients.

Company Culture

At Edward Jones, we are committed to creating a place where everyone feels like they belong. We are proud of our associates' contributions to the firm and the recognitions we have received. We strive to attract and support a diverse workforce and foster an inclusive environment where everyone's different viewpoints help to achieve results.

Equal Opportunity Employer

We are an equal opportunity employer and prohibit discrimination based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law. We conduct background reviews consistent with FINRA Rule 3110(e).