US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ company committed to improving the lives of clients and colleagues through partnerships. Founded over 100 years ago, we serve over 9 million clients and operate in over 8,000 offices across the U.S. and Canada. Our financial advisors are valued for their diverse experiences and backgrounds, fostering an inclusive environment.

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 that aligns with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Create a dynamic and engaging branch environment focused on mutual trust, respect, feedback, and accountability.
• Participate in 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, dental, vision, and disability coverage.
• Flexible income continuation, life, and AD&D coverage.
• A 401(k) retirement plan and tax-advantaged accounts (health savings account and flexible spending account).
• Opportunities for profitability bonuses, profit sharing, and incentive travel.
• Paid sick leave, paid time off, and medical and parental leave.

Candidate Qualifications

• Series 7 and Series 66 required.
• Experience in financial services with a track record of success.
• State insurance licenses preferred.
• Additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.

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

Application Information

Applications for this role are accepted on an ongoing basis. For more information on the benefits available to financial advisors, visit our benefits page. To calculate a preliminary total compensation, use this calculator. Qualified candidates should demonstrate a unique combination of ambition, self-motivation, and commitment to long-term client relationships.

Equal Opportunity Employer

At Edward Jones, we are committed to creating a workplace where everyone feels welcome. We strive to recognize and celebrate the contributions of our associates and the awards we've earned. For more information on our commitment to diversity and inclusion, visit our U.S. and Canadian award pages. We prohibit hiring individuals with certain specified criminal histories and conduct background checks consistent with FINRA Rule 3110(e). For more details, see the notice available here.