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 through 20,000 financial advisors in the U.S. and Canada. Our success is attributed to the diverse experiences and backgrounds of our financial advisors.

Key Responsibilities

• Develop and grow your own practice by creating new clients through various strategies including residential, business, networking, introductions, referrals, and social media.
• Understand and address the needs, priorities, and concerns of clients and prospective clients 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.
• Participate in ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Benefits

• Comprehensive medical, dental, vision, and disability coverage.
• Flexible income continuation, life, and AD&D coverage.
• A 401(k) retirement plan and tax-advantaged accounts.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Competitive salary, commissions, and new asset compensation.
• Flexible work schedules and paid time off.

Candidate Qualifications

• Series 7 and Series 66 required.
• Experience in financial services and in-depth knowledge of investment products and services.
• Track record of success in financial services.
• 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-motivation.
• 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 possessing sound judgment.
• Passion for new opportunities.

Application Information

Applications for this role are accepted on an ongoing basis. To learn more about the benefits available to financial advisors, visit our benefits page. For a preliminary total compensation calculation, use our calculator. Speak with a recruiter to discuss how you can succeed in this role.