Jobs · Finance · Montana

US Experienced Financial Advisor

Edward Jones · Billings, MT · 3 wk ago
On-siteFinance$50k/yrFull-time

About the role

Edward Jones is a Fortune 500 company dedicated to providing exceptional service to its clients. Founded over 100 years ago, the firm serves over 8 million clients through its network of 20,000 financial advisors in the U.S. and Canada. The firm's mission is to partner for positive impact, improving the lives of clients and colleagues alike.

Key Responsibilities

  • Develop and grow your own practice through face-to-face and virtual sourcing strategies.
  • Understand and address clients' and prospective clients' needs to build trust and create personalized strategies.
  • Oversee branch processes to ensure a high-quality client experience.
  • Create a supportive and engaging environment within the branch.
  • Complete ongoing training and maintain necessary licenses and registrations.

Benefits

  • Comprehensive medical, dental, vision, and disability coverage.
  • Flexible income continuation, life, and AD&D coverage.
  • A 401(k) retirement plan and tax-advantaged accounts.
  • Paid sick leave, time off, and bonuses.
  • Profit-sharing and participation in the Travel Award Program.
  • Employee Assistance Program.

Qualifications

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

Pay and Schedule

No ceiling to your earning potential, with a multi-faceted compensation package tied to performance.

The salary range for this role is $50,000 to $125,000 annually.

Schedule

Financial advisors enjoy flexibility in their schedule, with paid sick leave and time off available.

Benefits

  • Medical, dental, vision, and disability coverage.
  • Income continuation, life, and AD&D coverage.
  • A 401(k) retirement plan and tax-advantaged accounts.
  • Paid sick leave, time off, and bonuses.
  • Profit-sharing and participation in the Travel Award Program.
  • Employee Assistance Program.

Candidate 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 and seeking the right solutions for clients.
  • Comfortable with critical thinking and problem-solving.
  • Passionate about new opportunities.

Equal Opportunity Employer

Edward Jones is committed to creating a diverse and inclusive workplace where everyone feels valued. We do not discriminate 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. We are also prohibited from hiring individuals with certain specified criminal histories as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934.

Similar jobs

Financial Advisor

Northwestern MutualPortland, OR· 6 days ago
Finance$61k–$119k/yrapply on careers-northwesternmutual.icims.com

Financial Advisor

Suncoast Credit UnionBradenton, FL· 1 mo ago
Financeapply on careers.suncoastcreditunion.com

financial advisor

orsa credit unionPlymouth, MI· 1 mo ago
Finance$48k/yrapply on workforcenow.adp.com

Financial Advisor

South Shore BankWeymouth, MA· 8 mo ago
Sales$60k/yrapply on recruiting.paylocity.com

Financial Advisor

NASA Federal Credit UnionFalls Church, VA· 2 wk ago
Finance$100/hrapply on jobs.lever.co

Financial Advisor

Golden Summit Wealth & Insurance SolutionsSan Jose, CA· 1 wk ago
Finance$110k–$300k/yrapply on jsco.re