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 1919, we are privately-owned and committed to improving the lives of our clients and colleagues through partnerships.

Responsibilities

• Develop and grow your own practice by creating new clients through various strategies including residential, business, networking, introductions, referrals, and social media.
• Understand and address the needs, priorities, and concerns of clients and prospective clients to build trust and provide personalized strategies.
• Oversee branch processes to ensure a high-quality client experience and align with firm policies and regulatory requirements.
• Create and adjust the branch business plan to enhance effectiveness and achieve business goals.
• Build a supportive and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.

Requirements

• 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® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™.

Qualifications

• Strong communication skills and self-motivation.
• Determination to succeed and a love of learning and challenges.
• Experience in financial services and working with clients.
• Ability to build long-term relationships and adapt to new information.
• Confidence and critical thinking skills.

Skills

• Exceptional interpersonal and communication skills.
• Self-starter attitude and drive for success.
• Ability to think critically and solve problems effectively.
• Strong understanding of investment products and services.
• Ability to build and maintain strong client relationships.

Benefits

• Comprehensive medical, dental, and vision coverage.
• Voluntary benefits such as accident, hospital indemnity, and critical illness coverage.
• Disability income continuation, basic life, and basic AD&D coverage provided at no cost.
• Flexible 401(k) retirement plan and tax-advantaged accounts.
• Profit-sharing and incentive travel opportunities.
• Paid sick leave and parental leave.
• Employee Assistance Program.

Pay

No ceiling to your earning potential and growth, with a multi-faceted compensation package tied to your efforts.

Schedule

The schedule is flexible to balance personal and professional lives, offering the best of both worlds.