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, focusing on our clients rather than shareholder returns.

Key Responsibilities

• Develop and grow your own practice by creating new clients through various strategies such as residential, business, networking, introductions, referrals, and social media.
• Understand and address clients' and prospective clients' needs, priorities, and concerns to build trust and provide personalized strategies.
• Oversee branch processes to ensure a high-quality, streamlined client experience, adhering to firm policies, procedures, regulatory requirements, and ethical guidelines.
• Create a supportive and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.
• Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Benefits

• Comprehensive benefits package including medical, prescription drug, dental, vision, voluntary benefits, disability income continuation, life insurance, and AD&D coverage.
• 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
• Flexible schedule and eligibility for paid sick leave and time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.

Candidate Qualifications

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

Qualities of a Successful Financial Advisor

• Strong communication skills and self-starter mentality.
• Loves learning and challenges, including determination to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information and seeking the right solutions for clients.
• Comfortable thinking critically and making decisions based on sound judgment.

Application Information

Applications for this role are accepted on an ongoing basis. The salary range for this position is $50,000 to $125,000.