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 1912, we are privately-owned and focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact, improving the lives of our clients and colleagues, and bettering our communities and society.

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.

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 includes 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.
• Edward Jones offers a 401(k) retirement plan, and tax-advantaged accounts: health savings account and flexible spending account.
• Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off.
• Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program.
• All associates are eligible for the firm's Employee Assistance Program.

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. Flexibility that you need to balance your personal and professional lives – the best of both worlds.

Schedule

Earn Salary, Commissions, New Asset Compensation

Benefits Page

For more information on the Benefits available to financial advisors, please visit our benefits page.

Contact Us

To learn more about becoming a financial advisor at Edward Jones, speak with a recruiter. You can may calculate a preliminary total compensation with this calculator.

Application Process

Applications for this role are accepted on an ongoing basis.

Career Development

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Equal Opportunity Employer

Edward Jones is 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 conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.