US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we are privately-owned, focusing on our clients rather than shareholder returns. Our purpose is to partner for positive impact, improving the lives of our clients and colleagues, and bettering our communities and society.

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

• Multifaceted compensation package including salary, commissions, new asset compensation, and opportunities for profitability bonuses, profit sharing, and incentive travel.
• Flexible schedule and paid time off.
• Paid medical, prescription drug, dental, vision, and disability income continuation.
• Health savings account and flexible spending account.
• 401(k) retirement plan.
• Participation in the firm's Travel Award Program.

Candidate Qualifications

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

What Makes a Successful Financial Advisor?

• 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.
• Passion for new opportunities.

Qualifications

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

Benefits

• Multifaceted compensation package including salary, commissions, new asset compensation, and opportunities for profitability bonuses, profit sharing, and incentive travel.
• Flexible schedule and paid time off.
• Paid medical, prescription drug, dental, vision, and disability income continuation.
• Health savings account and flexible spending account.
• 401(k) retirement plan.
• Participation in the firm's Travel Award Program.

Pay

Hiring minimum: $50,000
Hiring maximum: $125,000

Schedule

Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off.

Application

Applications for this role are accepted on an ongoing basis.