US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company dedicated to providing exceptional service to its clients. Founded over 100 years ago, Edward Jones serves over 9 million clients through its network of 20,000 financial advisors in the U.S. and Canada. The firm is privately owned, focusing on client satisfaction rather than shareholder returns.

Key Responsibilities

• Develop and grow your own practice by creating new clients through various strategies including residential, business, networking, introductions, referrals, and social media.
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to build trust and create personalized strategies to help them achieve their financial goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience that aligns with firm policies, regulatory requirements, and ethical guidelines.
• Create a dynamic and engaging environment within the branch that fosters trust, respect, feedback, and accountability among team members.
• Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Benefits

• Comprehensive medical, dental, vision, and disability 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).
• Flexible work schedules and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.

Candidate Qualifications

• Series 7 and Series 66 required.
• In-depth knowledge of investment products and services with a proven track record of success.
• State insurance licenses preferred.
• Possession of additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.

Qualities of a Successful Financial Advisor

• Strong communication skills and self-motivation.
• Loves learning and challenges, including a strong desire to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information and seeking solutions for clients.
• Confident and possesses the ability to think critically with sound judgment.

Application Information

Applications for this role are accepted on an ongoing basis. To learn more about the benefits available to financial advisors, visit our benefits page. For a preliminary calculation of total compensation, use our salary calculator. If you have questions, speak with a recruiter.