US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company, privately-owned, focusing on client-centric partnerships. 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 lives and communities.

Key Responsibilities

• Develop and grow your own practice via various sourcing strategies (residential, business, networking, introductions, referrals, social media, speaking engagements).
• Understand and address clients' and prospective clients' needs, priorities, and concerns to build 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, fostering trust, respect, feedback, and accountability.
• Complete ongoing training and maintain registrations and licenses in good standing.
• Support your clients and work independently with a strong team behind you.

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.
• Profit-sharing, bonuses, and travel awards.
• Competitive salary and commissions.

Candidate Qualifications

• Series 7 and Series 66 required.
• In-depth knowledge of investment products and services.
• Track record of success in financial services.
• Preferred additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.
• Strong communication skills and self-starter attitude.
• Loves learning and challenges, with determination to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information and seeking solutions for clients.
• Comfortable thinking critically and passionate about new opportunities.