US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company dedicated to providing exceptional service to its clients. Founded over 100 years ago, Edward Jones serves over 8 million clients through its network of 20,000 financial advisors across the U.S. and Canada. The firm is privately owned, focusing on client-centric practices and community involvement.

Key Responsibilities

• Develop and grow your own practice through face-to-face and virtual sourcing 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, 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.
• Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

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
• Flexibility in schedule, paid sick leave, and paid time off
• 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 with a track record of success
• State insurance licenses preferred
• PREFERRED: Additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, 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
• Passion for new opportunities

What Makes a Successful Financial Advisor?

To be successful, financial advisors should demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. They must be driven by performance and have a compensation and earning potential reflective of their performance.

Benefits

• Compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage.
• Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors.
• 401(k) retirement plan, health savings account, and flexible spending account.
• Flexibility in schedule, paid sick leave, and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• The ability to balance personal and professional lives.

Application Process

Applications for this role are accepted on an ongoing basis. To learn more about the qualifications and what makes a successful financial advisor, speak with a recruiter. A preliminary total compensation calculator is available.