US Experienced Financial Advisor
About the role
Edward Jones is a Fortune 500 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 communities through partnerships.
Responsibilities
- Develop and grow your own practice by building relationships 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
- 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.
- Possession of 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.
- 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 including medical and 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 to financial advisors.
- 401(k) retirement plan, 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.
Schedule
The schedule is flexible to balance personal and professional lives.
Pay
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in. The multi-faceted compensation package includes opportunities for profitability bonuses, profit sharing, and incentive travel.
Benefits
- Medical and 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 to financial advisors.
- 401(k) retirement plan, health savings account, and flexible spending account.
- Paid sick leave and paid time off.
- Profitability bonuses, profit sharing, and incentive travel.
- Paid medical and parental leave for Financial Advisors that satisfy eligibility requirements.
- Participation in the firm's Travel Award Program.
Candidate 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.
Equal Opportunity Employer
Edward Jones is committed to creating a diverse environment and is proud to be an equal opportunity employer. We do not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.