US Experienced Financial Advisor
Edward Jones · Rockford, IA · 2 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 9 million clients through its network of 20,000 financial advisors across 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 by building relationships through various sourcing strategies (residential, business, networking, introductions, referrals, social media, and speaking engagements).
- Understand and address clients' and prospective clients' needs, priorities, and concerns to establish trust and create personalized strategies.
- Oversee branch processes to ensure a high-quality, streamlined client experience.
- Create and adjust the branch business plan to enhance effectiveness and achieve business goals.
- Build a supportive and engaging environment within the branch.
Benefits
- Comprehensive benefits package including medical, dental, vision, disability, life, and AD&D coverage.
- Flexible income continuation, life, and AD&D coverage provided at no cost.
- 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
- Competitive compensation structure including salary, commissions, new asset compensation, and potential for profitability bonuses, profit sharing, and incentive travel.
- Flexible scheduling and paid time off.
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.
- Possession of additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.
What Makes a Successful Financial Advisor?
- Strong communication skills and self-motivation.
- Loves learning and challenges, including a strong desire to succeed.
- Skilled in long-term relationship building.
- Adaptable to new information and seeking solutions for clients.
- Comfortable thinking critically and making decisions.
- A passion for new opportunities.
Application Information
Applications for this role are accepted on an ongoing basis. The minimum and maximum salary range for this position is $50,000 to $125,000. To learn more about the benefits available to financial advisors, visit our benefits page.