Jobs · Finance · Colorado

US Experienced Financial Advisor

Edward Jones · Steamboat Springs, CO · 2 wk ago
On-siteFinance$50k/yrFull-time

About the role

Edward Jones is a Fortune 500¹ company dedicated to providing exceptional service to its clients. Founded over 100 years ago, the firm serves over 9 million clients through its network of 20,000 financial advisors in the U.S. and Canada. Edward Jones is committed to fostering a culture of inclusion and partnership, ensuring that all associates feel valued and supported.

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).
  • Understand and address the needs, priorities, and concerns of clients and prospective clients 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, promoting trust, respect, feedback, and accountability among team members.
  • Participate in ongoing training provided by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Benefits

  • Comprehensive medical, dental, vision, and disability coverage.
  • Flexible income continuation, basic life, and basic AD&D coverage provided at no cost.
  • A 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
  • Opportunities for profitability bonuses, profit sharing, and incentive travel.
  • Paid sick leave, paid time off, and medical and parental leave for qualified associates.

Candidate Qualifications

  • Series 7 and Series 66 required.
  • Experience in financial services and in-depth knowledge of investment products and services.
  • State insurance licenses preferred.
  • Additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.

Qualifications

  • Strong communication skills and self-motivation.
  • Determination to succeed and a passion for continuous learning.
  • Ability to build long-term relationships and adapt to new information.
  • Confidence and sound judgment in decision-making.

Pay and Schedule

No ceiling to your earning potential and growth, with compensation tied to your efforts. The multi-faceted compensation package includes opportunities for profitability bonuses, profit sharing, and incentive travel. Flexibility in scheduling is also provided.

Schedule

Financial advisors enjoy flexibility in their schedules, with options to balance personal and professional lives.

Benefits

  • Medical, dental, vision, and disability coverage.
  • Income continuation, basic life, and basic AD&D coverage provided at no cost.
  • A 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
  • Profitability bonuses, profit sharing, and incentive travel.
  • Paid sick leave, paid time off, and medical and parental leave for qualified associates.

Application

Applications for this role are accepted on an ongoing basis.

Equal Opportunity Employer

At Edward Jones, we are committed to creating a diverse and inclusive workplace where everyone feels valued and belongs. We strive to provide equal opportunities for all candidates regardless of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected characteristic.

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