US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company dedicated to providing exceptional service to its clients. Founded over 100 years ago, Edward Jones serves over eight million clients through its network of 20,000 financial advisors across the U.S. and Canada. The firm is known for its strong commitment to its clients and its inclusive culture.

Key Responsibilities

• Develop and grow your own practice by building relationships through various sourcing strategies (residential, business, networking, introductions, referrals, social media, and speaking engagements).
• Understand and address clients' and prospective clients' needs, priorities, and concerns to establish trust and create personalized strategies.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, efficient client experience.
• Create a dynamic and supportive environment within the branch, fostering trust, respect, feedback, and accountability.
• Participate in ongoing training and 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, and AD&D coverage.
• Flexible income continuation, life, and AD&D coverage provided at no cost.
• A 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
• Flexible work schedules 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 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® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.

Qualities of a Successful Financial Advisor

• Strong communication skills and self-motivation.
• Loves learning and challenges, including a drive to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information and seeking solutions for clients.
• Confident and possesses the ability to think critically.
• Passionate about new opportunities.

Application Information

Applications for this role are accepted on an ongoing basis. To learn more about the qualifications and benefits, speak with a recruiter. You can use this salary calculator to estimate your preliminary total compensation.