US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. Founded in 1919, we are privately-owned and committed to improving the lives of our clients and communities through partnerships.

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.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Disability income continuation, basic life, and basic AD&D coverage (provided at no cost)
• 401(k) retirement plan, health savings account, and flexible spending account
• Flexible schedule and paid sick leave
• Opportunities for profitability bonuses, profit sharing, and incentive travel

Candidate Qualifications

• Series 7 and Series 66 required
• Experience in financial services working with clients
• In-depth knowledge of investment products and services
• Track record of success
• State insurance licenses preferred
• PREFERRED: Additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™

What makes a successful financial advisor?

• 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 their ability to think critically
• Passionate about new opportunities

Qualifications

• Series 7 and Series 66 required
• Experience in financial services working with clients
• In-depth knowledge of investment products and services
• Track record of success
• State insurance licenses preferred
• PREFERRED: Additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Disability income continuation, basic life, and basic AD&D coverage (provided at no cost)
• 401(k) retirement plan, health savings account, and flexible spending account
• Flexible schedule and paid sick leave
• Opportunities for profitability bonuses, profit sharing, and incentive travel

Equal Opportunity Employer

At Edward Jones, we are committed to creating a workplace where everyone feels like they belong. We strive to provide equal employment opportunities 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.