US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company dedicated to providing exceptional service to its clients. Founded over 100 years ago, Edward Jones serves over 8 million clients through its network of 20,000 financial advisors in the U.S. and Canada.

Key Responsibilities

• Build relationships to create new clients via various strategies including residential, business, networking, introductions, referrals, and social media.
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized strategies.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience.
• 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

• Medical and 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.
• A 401(k) retirement plan and tax-advantaged accounts: health savings account and flexible spending account.
• Flexibility in schedule and paid sick leave and paid time off.
• Potential 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 financial services.
• State insurance licenses preferred.
• Additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™ preferred.

Qualities of a Successful Financial Advisor

• 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 seeking the right solutions for clients.
• Comfortable in thinking critically and making decisions.
• Passionate about new opportunities.

Benefits

• Compensation and benefits package includes medical and 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.
• A 401(k) retirement plan and tax-advantaged accounts: health savings account and flexible spending account.
• Flexibility in schedule and paid sick leave and paid time off.
• Potential for profitability bonuses, profit sharing, and incentive travel.

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 provide equal employment opportunities for all qualified individuals without regard to race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected characteristic under applicable law.