US Experienced Financial Advisor
About the role
Edward Jones is a Fortune 500¹ company dedicated to providing exceptional service to its clients. Founded over 100 years ago, Edward Jones serves over 8 million clients through its network of 20,000 financial advisors across the U.S. and Canada. The firm is privately-owned, focusing on client-centric practices and community involvement.
Key Responsibilities
- Develop and grow your own practice by building relationships through various sourcing strategies (residential, business, networking, introductions, referrals, social media, and speaking engagements).
- Deeply understand clients' and prospective clients' needs, priorities, and concerns to establish 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.
Benefits
- Medical and prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), disability income continuation, basic life, and basic AD&D coverage.
- Income continuation, basic life, and basic AD&D coverage provided at no cost.
- A 401(k) retirement plan, health savings account, and flexible spending account.
- Flexibility in schedule and paid sick leave, paid time off, and potential for bonuses, profit sharing, and incentive travel.
- Employee Assistance Program for all associates.
Candidate Qualifications
- Series 7 and Series 66 required.
- Experience in financial services working with clients, in-depth knowledge of investment products and services, and 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 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 thinking critically and possessing the ability to think creatively.
- Passion for new opportunities.
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 provided at no cost.
- A 401(k) retirement plan, health savings account, and flexible spending account.
- Flexibility in schedule and paid sick leave, paid time off, and potential for bonuses, profit sharing, and incentive travel.
- Employee Assistance Program for all associates.
Equal Opportunity Employer
Edward Jones is committed to creating a diverse and inclusive workplace where everyone feels valued and belongs. We strive to provide equal employment opportunities to all candidates without discrimination based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected characteristic under applicable law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.