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, the firm serves over eight 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, and voluntary benefits.
• 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 and flexible spending account.
• Flexibility in schedule and paid sick leave and time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.

Candidate Qualifications

• Series 7 and Series 66 required.
• In-depth knowledge of investment products and services with a track record of success.
• State insurance licenses preferred.
• PREFERRED: Additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.

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 possessing sound judgment.

Benefits Available to Financial Advisors

• Compensation and benefits package including medical, prescription drug, dental, vision, and voluntary benefits.
• 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 and flexible spending account.
• Flexibility in schedule and paid sick leave and time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.

Application Information

Applications for this role are accepted on an ongoing basis. Qualified candidates should demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships.