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 colleagues through partnerships.

Responsibilities

• Develop and grow your own practice by building relationships through face-to-face and virtual sourcing strategies (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.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

Requirements

Required: Series 7 and Series 66 licenses. Experience in financial services, in-depth knowledge of investment products and services, and a track record of success. State insurance licenses preferred. Additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ are preferred.

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.

Skills

Effective communication, problem-solving, and customer service skills are essential. The ability to manage multiple tasks and prioritize effectively is also important.

Benefits

• Compensation and 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 schedule and paid sick leave and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.

Pay

No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in. A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel.

Schedule

The role offers flexibility to balance personal and professional lives.

Benefits

• 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 diverse and inclusive workplace where everyone feels valued and belongs. We strive to provide equal opportunities for all candidates regardless of their background, race, color, religion, national origin, age, disability, sex, or any other protected characteristic.