US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. Founded in 1919, we are privately-owned and committed to improving the lives of our clients and communities through partnerships.

Key Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and 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.

Benefits

• Multifaceted compensation package including salary, commissions, new asset compensation, and opportunities for profitability bonuses, profit sharing, and incentive travel.
• Flexible schedule and paid time off.
• Health and wellness benefits, including medical, prescription drug, dental, vision, disability income continuation, life, and AD&D coverage.
• Retirement plans, including a 401(k) and tax-advantaged accounts.

Career Path

• Opportunities for career advancement and growth.
• Support from a large, supportive team.

Qualifications

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

What Makes a Successful Financial Advisor?

• Strong communications skills and self-starter mentality.
• 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.
• Passion for new opportunities.

Application Information

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