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 committed to improving the lives of our clients and communities through partnerships.

Responsibilities

• Develop and grow your own practice, supported by branch associates, a home-office team, and other regional financial advisors.
• 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.

Requirements

You are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Qualifications

• 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™.

Skills

Strong communications skills and self-starter, Love of 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.

Benefits

• Compensation and benefits package including 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.
• 401(k) retirement plan, health savings account, and flexible spending account.
• Flexibility in schedule, paid sick leave, paid time off, and potential for bonuses, profit sharing, and incentive travel.

Pay

Earn salary, commissions, new asset compensation with no ceiling to your earning potential and growth, and your compensation is tied to the effort you put in.

Schedule

The schedule is flexible, allowing you to balance your personal and professional lives.

Benefits

• Health savings account and flexible spending account.
• Paid medical and parental leave.
• Participation in the firm's Travel Award Program.

Candidate Qualifications

• Strong communications skills and self-starter.
• Love of 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.

Equal Opportunity Employer

We are committed to creating a workplace where everyone feels like they belong. We do not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.