US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company dedicated to providing exceptional service to its clients. Founded over 100 years ago, the firm serves over 9 million clients through its network of 20,000 financial advisors across the U.S. and Canada. The firm places a strong emphasis on its clients and community, fostering an inclusive environment where diverse perspectives contribute to success.

Key Responsibilities

• Develop and grow your own practice by building relationships through face-to-face and virtual sourcing strategies, including residential, business, networking, introductions, referrals, and social media outreach.
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to establish 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, fostering 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.

Benefits

• Multifaceted compensation package including salary, commissions, new asset compensation, and opportunities for profitability bonuses, profit sharing, and incentive travel.
• Flexible schedule and eligibility for paid sick leave and paid time off.
• Health and wellness benefits such as medical, prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage.
• Retirement planning with a 401(k) retirement plan and tax-advantaged accounts like health savings and flexible spending accounts.
• Employee Assistance Program for personal and professional support.

Candidate Qualifications

• Series 7 and Series 66 required.
• Experience in financial services and in-depth knowledge of investment products and services.
• A track record of success and 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-starter mentality.
• 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.
• Passion for new opportunities.

Application Information

Applications for this role are accepted on an ongoing basis. To learn more about the qualifications and benefits, speak with a recruiter.

Equal Opportunity Employer

At Edward Jones, we are committed to creating an inclusive environment where everyone feels valued. We strive to attract, develop, and inspire performance excellence and a sense of belonging among our associates. We do not discriminate based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law.