Jobs · Finance · Georgia

US Experienced Financial Advisor

Edward Jones · Savannah, GA · 2 wk ago
On-siteFinance$50k/yrFull-time

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 creating new clients through various strategies including residential, business, networking, introductions, referrals, and social media.
  • Understand and address clients' and prospective clients' needs, priorities, and concerns to build trust and provide personalized, comprehensive strategies.
  • Oversee branch processes to ensure a high-quality, streamlined client experience, adhering to firm policies, procedures, and regulatory requirements.
  • Create a supportive and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.
  • Complete ongoing training and required training to maintain registrations and licenses in good standing.

Requirements

  • Series 7 and Series 66 required.
  • In-depth knowledge of investment products and services with a track record of success.
  • State insurance licenses preferred.
  • Possess 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 and seeking the right solutions for clients.
  • Comfortable thinking critically and passionate about new opportunities.

Benefits

  • Comprehensive medical, dental, vision, and disability coverage.
  • Flexible income continuation, life, and AD&D coverage.
  • 401(k) retirement plan and tax-advantaged accounts.
  • Profit-sharing, bonuses, and participation in the firm's Travel Award Program.
  • Employee Assistance Program.

Schedule

Financial advisors enjoy flexibility in their schedule and are eligible for paid sick leave and time off.

Pay

No ceiling to your earning potential and growth, tied to the effort you put in. A multi-faceted compensation package includes opportunities for profitability bonuses, profit sharing, and incentive travel.

Application

Applications for this role are accepted on an ongoing basis.

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