Jobs · Finance · Washington

US Experienced Financial Advisor

Edward Jones · Yakima, WA · 2 wk ago
On-siteFinance$50k/yrFull-time

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 across the U.S. and Canada, providing a supportive and inclusive environment for our financial advisors.

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 client experience and compliance with firm policies and procedures.
  • Create a dynamic and engaging branch environment focused on trust, respect, feedback, and accountability.
  • Participate in ongoing training and required certifications to maintain registrations and licenses in good standing.

Benefits

  • Comprehensive benefits package including medical, dental, vision, disability, life, and AD&D coverage.
  • 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
  • Flexible work schedule 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.
  • 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 critical thinking abilities.
  • Passionate about new opportunities.

Application Information

Applications for this role are accepted on an ongoing basis. The salary range for this position is $50,000 to $125,000, with earnings potentially exceeding these amounts based on performance.

Equal Opportunity Employer

At Edward Jones, we strive to create a workplace where everyone feels welcome. We celebrate the contributions of our associates and recognize our achievements. For more information on our awards and recognitions, visit our Insights & Information blog.

Background Information

Edward Jones is committed to diversity and inclusion. We do not discriminate based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected characteristic under applicable law. We conduct background checks consistent with FINRA Rule 3110(e).

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