US Experienced Financial Advisor
About the role
Edward Jones is a Fortune 500¹ company committed to improving the lives of clients and colleagues through partnerships. Founded over 100 years ago, we serve over eight million clients across the U.S. and Canada, providing a supportive and inclusive environment for our financial advisors.
Responsibilities
- Develop and grow your own practice by creating new clients through various strategies such as residential, business, networking, introductions, referrals, and social media engagement.
- Deeply understand clients' and prospective clients' needs, priorities, and concerns to build trust and create personalized strategies to help them achieve their financial 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 that fosters trust, respect, feedback, and accountability.
- Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
Requirements
- Series 7 and Series 66 required.
- In-depth knowledge of investment products and services with a track record of success.
- State insurance licenses preferred.
- Possess additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.
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 seeking the right solutions for clients.
- Comfortable in thinking critically and possessing the ability to think critically.
- Passionate about new opportunities.
Skills
- Ability to think critically and solve problems effectively.
- Strong interpersonal and communication skills.
- Ability to build and maintain strong client relationships.
- Self-motivated and driven by performance.
Benefits
- Medical and prescription drug, dental, vision, and voluntary benefits.
- Disability 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.
- Flexibility in schedule and eligibility for paid sick leave and paid time off.
- Opportunities for profitability bonuses, profit sharing, and incentive travel.
- Employee Assistance Program for all associates.
Pay
No ceiling to your earning potential and growth, tied to the effort you put in. A multi-faceted compensation package includes opportunities for profitability bonuses, profit sharing, and incentive travel.
Schedule
The schedule is flexible, allowing you to balance your personal and professional lives.
Benefits
- Medical and prescription drug, dental, vision, and voluntary benefits.
- Disability 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.
- Flexibility in schedule and eligibility for paid sick leave and paid time off.
- Opportunities for profitability bonuses, profit sharing, and incentive travel.
- Employee Assistance Program for all associates.
Equal Opportunity Employer
At Edward Jones, we are committed to building a diverse and inclusive workplace where everyone feels like they belong. We do not discriminate based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.