Jobs · Finance · Oklahoma

US Experienced Financial Advisor

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

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 8 million clients through its network of 20,000 financial advisors in the U.S. and Canada.

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 eligibility for paid sick leave and paid time off.
  • Health and wellness benefits such as medical, prescription drug, dental, vision, disability income continuation, life, and AD&D coverage.
  • Retirement plans including a 401(k) and tax-advantaged accounts.
  • Employee Assistance Program.

Candidate 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™.

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.

Pay and Schedule

No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in. The salary range for this role is $50,000 to $125,000 annually.

Schedule

The schedule is flexible to balance personal and professional lives.

Benefits

  • Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), 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; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program.
  • Employee Assistance Program.

Application

Applications for this role are accepted on an ongoing basis.

Equal Opportunity Employer

At Edward Jones, we are committed to creating a workplace where everyone feels like they belong. We are proud of our associates' contributions to the firm and the recognitions we have received. 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.

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