US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company dedicated to improving the lives of clients and colleagues through partnerships. Founded over 100 years ago, we serve over eight million clients across the U.S. and Canada, focusing on our clients rather than shareholder returns.

Key Responsibilities

• Develop and grow your own practice by creating new clients through various strategies (residential, business, networking, introductions, referrals, social media, and speaking engagements).
• Understand and address clients' and prospective clients' needs, priorities, and concerns to build trust and provide personalized strategies.
• Oversee branch processes to ensure a high-quality, streamlined client experience.
• Engage the branch team to create, monitor, and adjust the branch business plan to enhance effectiveness and achieve business goals.
• Create a supportive and accountable environment within the branch.

Career Support

• Completion of ongoing training offered by the firm and regulatory authorities.
• Mandatory training to maintain registrations and licenses in good standing.
• Client support to help manage workload and focus on clients.
• A support network extending from the client support team to the region and home office.

Benefits

• Comprehensive medical, dental, vision, and disability coverage.
• Income continuation, basic life, and basic AD&D coverage provided at no cost.
• 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
• Flexible schedule and paid time off.
• Potential for profitability bonuses, profit sharing, and incentive travel.

Qualifications

• Series 7 and Series 66 required.
• Experience in financial services with clients and in-depth knowledge of investment products and services.
• State insurance licenses preferred.
• Additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™ preferred.

What Makes a Successful Financial Advisor?

• Strong communication skills and self-motivation.
• Loves learning and challenges, including determination to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information and seeking solutions for clients.
• Confident and possesses critical thinking abilities.
• Passionate about new opportunities.

Application

Applications for this role are accepted on an ongoing basis. Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation, and commitment to long-term client relationships. Qualified candidates should apply and speak with a recruiter for more information.