US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500¹ 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 client-centered service and community involvement.

Responsibilities

• Develop and grow your own practice by building relationships through face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
• Understand and address clients' and prospective clients' needs, priorities, and concerns to establish trust and create personalized, comprehensive strategies.
• Oversee branch processes to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Create a dynamic and engaging environment within the branch, fostering trust, respect, feedback, and accountability among team members.
• Participate in ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Requirements

• Series 7 and Series 66 required.
• Experience in financial services with clients, in-depth knowledge of investment products and services, and a track record of success.
• Preferred state insurance licenses.
• 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 and seeking the right solutions for clients.
• Comfortable thinking critically and passionate about new opportunities.

Skills

• Exceptional interpersonal and communication skills.
• Ability to think critically and make sound judgments.
• Strong problem-solving and decision-making abilities.
• Effective leadership and team management skills.

Benefits

• Comprehensive medical, dental, and vision coverage.
• Voluntary benefits such as accident, hospital indemnity, and critical illness insurance.
• Disability 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.
• Paid medical and parental leave.
• Travel award program.
• Employee Assistance Program.

Pay

No ceiling to your earning potential and growth, tied to the effort you put in. Multi-faceted compensation package including opportunities for profitability bonuses, profit sharing, and incentive travel.

Schedule

The schedule is flexible to balance personal and professional lives.

Benefits

• Medical, dental, and vision coverage.
• Disability 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).
• Paid time off and sick leave.
• Potential for profitability bonuses, profit sharing, and incentive travel.
• Paid medical and parental leave.
• Travel award program.
• Employee Assistance Program.