US Experienced Financial Advisor
About the role
Edward Jones is a Fortune 500¹ company dedicated 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 wide range of investment products and services.
Key Responsibilities
- Build relationships to create new clients via various sourcing strategies (residential, business, networking, introductions, 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
- Medical and prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), disability income continuation, basic life, and basic AD&D coverage.
- 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 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® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.
Qualifications
- Strong communications skills and self-starter.
- 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 your ability to think critically.
- Passion for new opportunities.
Pay and Schedule
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in. A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel. Flexibility in your schedule is also a key aspect of the role.
Benefits
- Medical and prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), disability income continuation, basic life, and basic AD&D coverage.
- 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 paid sick leave and paid time off.
- Opportunities for profitability bonuses, profit sharing, and incentive travel.
Application
Applications for this role are accepted on an ongoing basis. Qualified candidates should demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships.