US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company where people come first. Founded over 100 years ago, we serve over 9 million clients through 20,000 financial advisors in the U.S. and Canada. Our purpose is to partner for positive impact, improving the lives of our clients and colleagues, and bettering our communities and society.

Key Responsibilities

• Develop and grow your own practice, supported by branch associates, a home-office team, and other regional financial advisors.
• Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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.

Benefits

• Compensation provided for using, not obtaining, the rating.
• 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 are provided at no cost to financial advisors.
• A 401(k) retirement plan, and tax-advantaged accounts: health savings account and flexible spending account.
• The flexibility to balance personal and professional lives – the best of both worlds.

Candidate Qualifications

• 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.
• PREFERRED: 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.
• Love of 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.
• Passion for 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 are provided at no cost to financial advisors.
• A 401(k) retirement plan, and tax-advantaged accounts: health savings account and flexible spending account.
• The flexibility to balance personal and professional lives – the best of both worlds.

Equal Opportunity Employer

Edward Jones is committed to creating a diverse environment and is proud to be an equal opportunity employer. We prohibit discrimination on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.