US Experienced Financial Advisor
About the role
Edward Jones is a Fortune 500¹ company committed to improving the lives of clients and colleagues through partnerships. Founded over 100 years ago, we serve over eight million clients across the U.S. and Canada, focusing on client-centric practices and a supportive, inclusive culture.
Key Responsibilities
- Develop and grow your own practice through 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.
- 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
- 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 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.
- Opportunities for profitability bonuses, profit sharing, and incentive travel.
- Employee Assistance Program for all associates.
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™.
Qualities of a Successful Financial Advisor
- Strong communications skills and self-starter.
- 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.
- Passionate about new opportunities.
Application Information
Applications for this role are accepted on an ongoing basis. Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Qualified candidates should apply and speak with a recruiter for more details.
Equal Opportunity Employer
At Edward Jones, we are committed to creating a workplace where everyone feels like they belong. We strive to attract, develop, and inspire performance excellence and a sense of belonging. We are proud of our associates' contributions to the firm and the recognitions we have received. We are 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 conduct background reviews consistent with FINRA Rule 3110(e).