US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company dedicated to providing exceptional service to its clients. Founded over 100 years ago, the firm serves over eight million clients through its network of over 20,000 financial advisors in the U.S. and Canada.

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

Requirements

• Series 7 and Series 66 required.
• In-depth knowledge of investment products and services with a proven track record of success.
• 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 a strong desire to succeed.
• Skilled in long-term relationship building and adaptable to new information seeking the right solutions for clients.
• Comfortable thinking critically and open to new opportunities.

Skills

• Exceptional interpersonal and communication skills.
• Ability to think critically and make sound judgments.
• Passion for new opportunities and continuous learning.

Benefits

• Comprehensive medical, dental, vision, and disability insurance.
• Voluntary benefits such as accident, hospital indemnity, and critical illness coverage.
• Disability 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).
• Flexible work schedule and eligibility for paid sick leave and time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Employee Assistance Program for all associates.

Pay

No ceiling to your earning potential and growth, with compensation tied to your efforts. Your multi-faceted compensation package includes opportunities for profitability bonuses, profit sharing, and incentive travel.

Schedule

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

Benefits

• Medical, dental, vision, and disability insurance.
• Voluntary benefits such as accident, hospital indemnity, and critical illness coverage.
• Disability 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).
• Flexible work schedule and eligibility for paid sick leave and time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Employee Assistance Program for all associates.