US Experienced Financial Advisor

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, focusing on client-centered service and community involvement.

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 to ensure a high-quality, streamlined client experience, adhering to firm policies, procedures, regulatory requirements, and ethical guidelines.
• Create a dynamic and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.
• Participate in ongoing training provided by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Benefits

• Comprehensive benefits package including medical, 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 provided at no cost.
• A 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
• Flexibility in scheduling and eligibility for paid sick leave and time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.

Candidate Qualifications

• Series 7 and Series 66 required.
• Experience in financial services with clients and in-depth knowledge of investment products and services.
• Track record of success in financial services.
• Preferred state insurance licenses.
• Possession of additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.

Qualifications

• Strong communication skills and self-starter attitude.
• Loves learning and challenges, including determination to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information and seeking the right solutions for clients.
• Confident and possesses the ability to think critically with sound judgment.

Pay and Schedule

No ceiling to your earning potential and growth, with compensation tied to your efforts. The multi-faceted compensation package includes opportunities for profitability bonuses, profit sharing, and incentive travel. Flexibility in your schedule is also a key aspect of the role.

Schedule

Financial advisors enjoy flexibility in their schedule, with eligibility for paid sick leave and paid time off. They may also be eligible for bonuses, profit sharing, and participation in the firm's Travel Award Program.

Benefits

• Employee Assistance Program available to all associates.

Equal Opportunity Employer

At Edward Jones, we are committed to creating a diverse and inclusive workplace where everyone feels valued. 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 are prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conduct background reviews consistent with FINRA Rule 3110(e).