US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company where people come first. Founded over 100 years ago, we serve over 9 million clients through 20,000 financial advisors in the U.S. and Canada. Our purpose is to partner for positive impact, improving the lives of our clients and colleagues, and bettering our communities and society.

Key Responsibilities

• Develop and grow your own practice by building relationships through various sourcing strategies (residential, business, networking, introductions, referrals, social media, and speaking engagements).
• Understand and address clients' and prospective clients' needs, priorities, and concerns to establish trust and create personalized strategies.
• Oversee branch processes to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Create and adjust the branch business plan to enhance branch effectiveness and achieve desired business results.
• Build a supportive and engaging environment within the branch, fostering 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.

Benefits

• Comprehensive 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.
• 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
• Flexibility in schedule and paid time off, including paid sick leave and parental leave.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.

Candidate Qualifications

• Series 7 and Series 66 required.
• Experience in financial services and in-depth knowledge of investment products and services.
• Track record of success in client interactions.
• Preferred 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 possessing sound judgment.