US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ 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 focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact, improving the lives of our clients and colleagues, and bettering our communities and society.

Responsibilities

• Develop and grow your own practice through 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.

Requirements

• 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.

Skills

Financial advisors at Edward Jones are driven by performance and are confident with sound judgment. They possess strong communication skills and are self-starters who love learning and challenges.

Benefits

• Compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage.
• Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors.
• Edward Jones offers a 401k retirement plan, health savings account, and flexible spending account.
• The firm provides flexibility in schedules and paid sick leave and time off.
• Financial advisors may be eligible for bonuses, profit sharing, and incentive travel.

Pay

No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in. A multi-faceted compensation package includes opportunities for profitability bonuses, profit sharing, and incentive travel.

Schedule

The firm provides flexibility in schedules and paid sick leave and time off. Financial advisors may be eligible for bonuses, profit sharing, and incentive travel.

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage.
• Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors.
• 401k retirement plan, health savings account, and flexible spending account.
• Paid sick leave and paid time off.
• Bonuses, profit sharing, and incentive travel.

Contact

To learn more about becoming a financial advisor at Edward Jones, speak with a recruiter. You can calculate a preliminary total compensation using this calculator.

Application

Applications for this role are accepted on an ongoing basis.

Equal Opportunity Employer

At Edward Jones, we are committed to creating a diverse and inclusive workplace where everyone feels like they belong. We prohibit discrimination based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, and any other basis prohibited by applicable law. We conduct background checks consistent with FINRA Rule 3110(e).