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, we serve over 9 million clients through 20,000 financial advisors across the U.S. and Canada. Our purpose is to partner for positive impact, improving the lives of our clients and colleagues, and contributing to 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).
- Deeply understand clients' and prospective clients' needs, priorities, and concerns to create personalized, comprehensive strategies that 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 of 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
- Comprehensive medical, prescription drug, dental, vision, and voluntary benefits (accident, hospital indemnity, critical illness).
- Disability 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, flexible spending account).
- Flexibility in schedule and paid sick leave, paid time off, and potential for bonuses, profit sharing, and incentive travel.
- Employee Assistance Program for all associates.
Candidate Qualifications
- Series 7 and Series 66 required.
- Experience in financial services and in-depth knowledge of investment products and services with a 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 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 the ability to think critically.
- Passion for new opportunities.
Pay and Schedule
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in. A multi-faceted compensation package includes opportunities for profitability bonuses, profit sharing, and incentive travel. The schedule is flexible to balance personal and professional lives.
Schedule
The schedule is flexible to balance personal and professional lives, offering the best of both worlds.
Application
Applications for this role are accepted on an ongoing basis.
Equal Opportunity Employer
At Edward Jones, we are committed to creating a diverse and inclusive workplace where everyone feels valued and belongs. We strive to attract, develop, and inspire performance excellence and a sense of belonging among our associates.