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 9 million clients through its network of 20,000 financial advisors across the U.S. and Canada. Edward Jones is committed to fostering a culture of inclusion and performance excellence.
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).
- Deeply understand clients' and prospective clients' needs, priorities, and concerns to establish 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 that fosters trust, respect, feedback, and accountability.
- Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
- Support your clients and engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
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 provided at no cost to financial advisors.
- 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.
- Bonuses, profit sharing, and incentive travel opportunities.
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 attitude.
- 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. A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel. Flexibility in your schedule and paid sick leave and paid time off are also available.
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 provided at no cost to financial advisors.
- 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.
- Bonuses, profit sharing, and incentive travel opportunities.
Contact Us
To learn more about becoming a financial advisor at Edward Jones, speak with a recruiter. You can calculate a preliminary total compensation with this calculator. Applications for this role are accepted on an ongoing basis.