US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ 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 colleagues through partnerships.

Responsibilities

• Develop and grow your own practice by building relationships through face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate 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 of mutual trust, respect, feedback, and accountability.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

Requirements

• Series 7 and Series 66 required.
• Experience in financial services working with clients.
• 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 seeking the right solutions for clients.
• Comfortable in your ability to think critically.
• Passionate about new opportunities.

Skills

• Exceptional interpersonal and communication skills.
• Ability to think critically and solve problems effectively.
• Strong organizational and time management skills.
• Ability to manage multiple tasks and prioritize effectively.

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness).
• Disability income continuation, basic life, and basic AD&D coverage (provided at no cost).
• 401(k) retirement plan, health savings account, and flexible spending account.
• Flexible schedule and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Paid medical and parental leave.
• Participation in the firm's Travel Award Program.
• Employee Assistance Program.

Pay

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

Schedule

The schedule is flexible, allowing you to balance your personal and professional lives.

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness).
• Disability income continuation, basic life, and basic AD&D coverage (provided at no cost).
• 401(k) retirement plan, health savings account, and flexible spending account.
• Flexible schedule and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Paid medical and parental leave.
• Participation in the firm's Travel Award Program.
• Employee Assistance Program.